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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
- Manages over $1 billion in client assets
- Over 1,000 households located in 35 states and several 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
- Certified Senior Advisors (CSA)
- Registered Financial Consultant (RFC)
- Chartered Life Underwriter (CLU)
- Masters Degree (MA)
- Certified Fund Specialist (CFS)
- Accredited Investment Fiduciary (AIF)
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SPIRE Investment Partners LLC. |
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