We don't have clients.
We have partnerships.

We provide expert investment management to protect principal, minimize risk, and optimize returns. By partnering with our clients, we share the wealth of experience.

Preparing for the future.

For over 30 years, we have been committed to helping our clients preserve and grow wealth by managing investment risk and making intelligent decisions on their behalf. Ultimately, we want to provide peace of mind.

Let’s talk. It’s free.

Be prepared to discuss what you have and what you want to achieve. We will objectively evaluate your unique circumstance. If we are a “fit,” you will know it. Regardless, you will leave our consultation more informed.

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The wealth of Experience

XPYRIA Investment Advisors is an independent, fee-only registered investment advisor (RIA) and financial planning firm based in Pittsburgh, PA.

Outsourced Chief Investment Officer Optimize Your Resources

  • An extension of your organization – discretionary consulting services
  • Expert asset allocation, manager selection, investment management, and portfolio design, analysis, and performance reporting
  • Enhanced fiduciary oversight and eased diligence obligations

Private Wealth Management Serving as Your Independent, Informed Financial Advocate

  • Professional, disciplined, conflict-free investment management
  • Comprehensive financial planning, implementation and maintenance
  • Offering sound guidance and peace of mind

Retirement Plan Services Your Plan’s Success Advocate: Fiduciary Advisor-Plan Governance Support-Analytical Investment Expertise

  • Comprehensive, turn-key retirement plan services solution
  • Completely open architecture investment platform
  • Transparent, low-cost fee structure

Free Consultation
Let's Talk

Each new client brings their own unique set of facts and circumstances to the table. One characteristic that has not changed in over two decades of service is that XPYRIA applies full effort and resources to every case regardless of asset size or client complexity.

If we are not a fit, we will nonetheless provide you with as much guidance as we can during the initial consultation.

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XPYRIA adheres to the Fiduciary Standard of Care which requires that we only act in the best interest of our client. We are a fee-only advisor, whose employees invest their personal wealth along-side our clients’ wealth. We do not sell products or proprietary funds and have remained fiercely independent since our Firm’s inception.

What It Means To Have a Fiduciary Duty

Fee-Only Advisors

Fee-only advisors conduct their business under a “fiduciary duty,” which means by law; they must have their clients’ best interest at heart. Fee-only advisors have “no inherent conflicts of interest,” they don’t accept fees or compensation based on product sales, and they generally provide more comprehensive advice. Fee-only advisors can charge a one-time or ongoing fee, depending on the types of services they provide. The fees may be hourly, flat or based upon a percentage of assets under management.

The Difference Between Fee-Only and Fee-Based