XPYRIA Investment Advisors

Established in 1990, XPYRIA is a privately held, independent registered investment advisor dedicated to investment research, management, and planning.

From its inception, XPYRIA’s mission has been to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interests and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to XPYRIA’s approach is the protection it provides to clients as an independent, informed advocate.

Leveraging XPYRIA’s extensive experience, seasoned financial professionals, industry-leading resources, and fierce independence, it continues to provide the highest level of conflict-free management and guidance to its individual and organization clients.

XPYRIA was named an FT 300 Top Registered Investment Adviser in the United States by the Financial Times in 2014.

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70%
of families lose control of their assets and family harmony in the first generation following wealth transfer.
37
The average age investors under the age of 54 started using their financial advisor.
83%
of people using an advisor feel they are more knowledgable about investing.

401k Plan Sponsor

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XPYRIA Top 300 Firm

XPYRIA has been recognized by the respected Financial Times as a Top 300 registered investment adviser (RIA) firm in the United States. XPYRIA achieved this status by excelling in six categories of evaluation: Assets Under Management (AUM), AUM growth rate, compliance record, firm’s years in existence, advisers with industry certifications and online accessibility.

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Local Roots - Global Resources

Preparing Heirs Book

Did you know that 70% of families lose control of their assets and family harmony in the first generation following wealth transfer?

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