Individual Investors

You’ve worked hard to earn your money and have been wise to determine to invest it. You deserve to be rewarded for your hard work and responsible decisions. At XPYRIA, we believe investing and financial planning are inseparable, so we simultaneously provide you with unparalleled investment management and financial planning services. We are committed to addressing your specific needs to help you meet or exceed your wealth objectives. Our commitment, knowledge, and experience make us uniquely qualified to successfully address every investment scenario. Among other things, we will

  • Analyze your complete situation, including cash flow, debt, outside investments, needs of your family, refinancing options, and more
  • Create your wealth plan, including retirement analysis and planning
  • Work with your tax advisor and others to maximize efficiency and minimize tax implications
  • Provide ongoing education while also developing, documenting, and updating your investment policy