Company Profile

Spire Investment Partners, LLC was formed with years of experience

Our team is built with over 150 years of combined experience in a variety of areas within the financial industry. This gives us a breadth of experience at one location.

core goal

To Make Our Clients' Lives Better.

core values

Always act in the client's best interest.
Maintain leading-edge capabilities to maximize the benefit to our clients.

creed

Spire IP exists to achieve client goals, provide peace of mind through communication, and to be a good steward of your time and your money.

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)