Pittsburgh, PA 15222
Established in 1990, XPYRIA is a privately-held, independent registered investment advisor
dedicated to investment research, financial management, and planning.
From our 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 interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to our approach is the protection we provide to clients as a fiercely independent, informed advocate.
Leveraging our extensive investment consulting expertise, seasoned financial professionals, and industry-leading resources, XPYRIA continues to provide the highest level of investment management and financial guidance to our clients.
Firm Start Year
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Firm's Number of Clients
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Chartered Financial Consultant (ChFC®) - Financial Planning
Bachelor Degree - Business and Economics
MBA - Finance
Individuals who engage our Firm for financial planning or other related financial projects, which have a limited duration, are not listed above.