Xpyria Investment Advisors

Our Mission

At XPYRIA Investment Advisors, we are committed to providing expert investment management and financial guidance to our clients. With over 30 years of experience, we have established ourselves as a trustworthy and reliable investment partner for individual investors, businesses, non-profit organizations, and government entities. Our mission is to protect principal, minimize risk, and optimize returns for our clients, while providing peace of mind and empowering them to achieve their financial goals.

Our Services

At XPYRIA, we offer a range of services designed to meet the unique needs of our clients. Our services include:

Outsourced Chief Investment Officer Service

As an extension of your organization, our Outsourced Chief Investment Officer service provides discretionary consulting services, including expert asset allocation, manager selection, investment management, and portfolio design, analysis, and performance reporting. This service helps organizations optimize their resources and enhance fiduciary oversight.

Private Wealth Management

As your independent, informed financial advocate, our private wealth management service provides comprehensive financial planning, implementation, and maintenance. We offer sound guidance and peace of mind, ensuring that your financial goals are achieved.

Retirement Plan Services

As your plan's success advocate, our retirement plan services provide comprehensive, turn-key solutions for your company's retirement plans. Our experts will help you navigate the complexities of retirement planning and ensure that your plan meets your organization's needs.

Specialty Services

We also offer specialty services designed to address your unique financial needs, including divorce financial settlement structure advice and planning, as well as family wealth transition services.

Our Fiduciary Standard of Care

At XPYRIA, we adhere to the Fiduciary Standard of Care, which means that we only act in the best interest of our clients. We are a fee-only advisor, whose employees invest their personal wealth alongside our clients' wealth. We do not sell products or proprietary funds and have remained fiercely independent since our firm's inception.

Why Choose XPYRIA?

At XPYRIA, we are committed to providing exceptional service and expertise to our clients. Our keys to investment success include developing a thoughtful, written plan, remaining focused on the future, and being persistent and committed to the investment research process. We also prioritize providing prompt service, adding value to the client relationship, and tailoring our information to meet the client's needs.

About Our Firm

Founded in 1990, XPYRIA Investment Advisors is a privately-held, independent registered investment advisor dedicated to investment research, financial management, and planning. Our mission is to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise.

Meet Our Team

Our team of experienced and dedicated professionals is committed to providing exceptional service and expertise to our clients. Our team includes seasoned financial professionals with extensive investment consulting expertise and industry-leading resources.

Get in Touch

If you have any questions or would like to schedule a consultation, please do not hesitate to contact us. We look forward to discussing your financial goals and how we can help you achieve them.