Company Profile

what is spire investment partners?

Spire Investment Partners is a hybrid Wealth Management firm acting as both a Securities Exchange Commission (SEC) Registered Investment Advisory (RIA) Firm and a Financial Industry Regulation Authority (FINRA) licensed Broker-dealer (BD).

what we do for our clients

Spire Investment Partners provides you, the client, with peace of mind in knowing that your Wealth Manager has access to the investment products that are truly suitable for meeting your financial goals and objectives

what we do for our wealth managers

Spire Investment Partners provides the technology, office support, and product access that free our Wealth Managers to focus on the needs of their clients and the healthy growth of their practices.

More Information on the capabilities and services offered to Wealth Managers can be found at our recruitment site: www.joinspire.com

spire's credentials

- Over $1 billion in client assets
- Over 2,000 households located in 40 states and other countries

consultant's credentials

Some of our Advisors hold the following designations and certifications:

  Average Consultant Experience is 20 years
  CERTIFIED FINANCIAL PLANNER™ PRACTITIONER (CFP)
  Certified Public Accountants (CPA)
  Attorneys
  Certified Divorce Planner
  Certified College Planning Specialist
  Chartered Financial Consultant
  Registered Financial Consultant (RFC)
  Chartered Life Underwriter (CLU)
  Masters Degree (MA)
  Certified Fund Specialist (CFS)
  Accredited Investment Fiduciary (AIF)