joinspire.com

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Open for New Ideas. Open for True Independence. Business models to fit your needs: Independent RIA, Spire RIA, OSJ. Flexible fee structures: fee-based, commission, and hybrids. Choice of custodians: multiple options, integrated reporting. Unlimited investment solutions: traditional and alternatives. Solid, smart infrastructure: compliance, administration, technology, and marketing. Read a letter from the President. Watch an Introductory Video. Robust resources to streamline and enhance your business.

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Spire Investment Partners

David Ehsan

7918 Jo●●●●●●●nch Dr.

Sui●●●750

Mc●●an , Virginia, 22102

UNITED STATES

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Spire Investment Partners

David Ehsan

7918 Jo●●●●●●●nch Dr.

Sui●●●750

Mc●●an , Virginia, 22102

UNITED STATES

703●●●813

da●●●●●●●●●@spireip.com

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Spire Investment Partners

David Ehsan

7918 Jo●●●●●●●nch Dr.

Sui●●●750

Mc●●an , Virginia, 22102

UNITED STATES

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da●●●●●●●●●@spireip.com

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Open for New Ideas. Open for True Independence. Business models to fit your needs: Independent RIA, Spire RIA, OSJ. Flexible fee structures: fee-based, commission, and hybrids. Choice of custodians: multiple options, integrated reporting. Unlimited investment solutions: traditional and alternatives. Solid, smart infrastructure: compliance, administration, technology, and marketing. Read a letter from the President. Watch an Introductory Video. Robust resources to streamline and enhance your business.

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3 infrastructure

4 investment solutions

5 transitions

6 news

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8 open for growth

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10 welcome to spire

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Open | Join Spire | joinspire.com Reviews

https://joinspire.com

Open for New Ideas. Open for True Independence. Business models to fit your needs: Independent RIA, Spire RIA, OSJ. Flexible fee structures: fee-based, commission, and hybrids. Choice of custodians: multiple options, integrated reporting. Unlimited investment solutions: traditional and alternatives. Solid, smart infrastructure: compliance, administration, technology, and marketing. Read a letter from the President. Watch an Introductory Video. Robust resources to streamline and enhance your business.

INTERNAL PAGES

joinspire.com

1

We provide the engine that drives unbiased advice. | Join Spire

http://www.joinspire.com/about-us

We provide the engine that drives unbiased advice. When you think independence , do you think about building equity in an enterprise you own? Establishing your own RIA? To discuss how we can work with you to grow your independent advisory business, please contact our director of Business Development, Cindy Hamill. More than $2 billion in client assets. More than 2,000 households located in 40 states and other countries. Comprised of distinct entities:. Spire Securities, our wholly owned Broker Dealer.

2

Our dynamic offering is designed for the way you do business. | Join Spire

http://www.joinspire.com/infrastructure

Our dynamic offering is designed for the way you do business. Enhanced efficiency and service. Opportunistic growth and scaling. Trading - Robust capabilities Multiple Software Platforms. Clearing and Custody - Choice of top-industry custodians. Reporting -Customizable and intuitive reports. Technology - Open architecture and flexible solutions. Compliance Administration - Ongoing oversight and monitoring. Practice Management - Growth strategies and guidance. VISIT OUR CORPORATE WEBSITE.

3

Informational Packet | Join Spire

http://www.joinspire.com/node/72

All information submitted will be kept strictly confidential within Spire Investment Partners. By submitting information you are giving consent to be contacted by a Spire Representative and to receive company literature. Participation is 100% voluntary; individuals who no longer wish to participate can request to have their information removed at any time. These requests will be honored with immediate processing. VISIT OUR CORPORATE WEBSITE. Check the background of this firm on FINRA BrokerCheck.

4

Stay informed about the industry and our firm. | Join Spire

http://www.joinspire.com/JoinSpire%20News

Stay informed about the industry and our firm. Spire Welcomes James Scanlon, CFP as an affiliate. Mark McKaig joins Spire's McLean Virginia Office. KFA Private Wealth Management joins Spire Securities. Spire welcomes Glenn Ryhanych to its McLean Virginia Office. Spire welcomes Jim Goodland and Securus Wealth Management. George Connell forms Weashington Investment Consultants and affiliates with Spire Wealth Management. Spire welcomes Richard Hughes as an affiliate. As Seen In. FA's RIA Ranking 2012.

5

Along with superior resources, we offer the experienced guidance you need for a smooth, successful transition. | Join Spire

http://www.joinspire.com/transitions

Along with superior resources, we offer the experienced guidance you need for a smooth, successful transition. Experienced, like-minded consultants. We understand how daunting transitioning a book of business can be since we’ve done it ourselves. We’ve also helped many other entrepreneurial advisors do the same thing. We can therefore anticipate concerns, challenges, questions, and opportunities. We have the perspective as well as the proven process to help guide you toward independence.

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spireip.com

VIRGINIA | Spire Investment Partners

http://www.spireip.com/advisors/virginia

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. AXXIOS Private Wealth Management. KFA Private Wealth Group. James P. Patterson. Sterling D. Neblett. W Tom Walsh III. Sign in to your account.

spireip.com

ADVISORS | Spire Investment Partners

http://www.spireip.com/advisors

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com

CALIFORNIA | Spire Investment Partners

http://www.spireip.com/advisors/california

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com

WHY SPIRE IS DIFFERENT | Spire Investment Partners

http://www.spireip.com/company-profile/why-spire-is-different

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. W Tom Walsh III. KFA Private Wealth Group. William N. Price. Securus Wealth Management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. WHY SPIRE IS DIFFERENT. There’s no guarantee that these objectives will be achieved as investments are subject to market risk and change in value. Sign in to your account.

spireip.com

PRESS ROOM | Spire Investment Partners

http://www.spireip.com/company-profile/press-room

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. Spire Investment Partners Welcomes Lafayette, LA. Office. McLean, VA. March 21, 2016. Spire I...McLea...

spireip.com

W. Thomas Walsh III | Spire Investment Partners

http://www.spireip.com/advisors/virginia/w-thomas-walsh-iii

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. W Thomas Walsh III. W Thomas Walsh III, CPA, CFP. 7901 Jones Branch Drive, Suite 800. McLean, VA 22102. Sign in to your account.

spireip.com

Bharat Mulchandani | Spire Investment Partners

http://www.spireip.com/advisors/virginia/bharat-mulchandani

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. 7901 Jones Branch Dr. McLean, VA 22102. 703) 748-1372 (FAX) Attn: Bharat Mulchandani. Check the background of this firm on FINRA's BrokerCheck.

spireip.com

Doug Bowers | Spire Investment Partners

http://www.spireip.com/advisors/virginia/doug-bowers

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Doug Bowers, CFP. 500 Montgomery Street, Suite 400. Alexandria, VA 22314. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com

Chris Patterson | Spire Investment Partners

http://www.spireip.com/advisors/virginia/chris-patterson

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. W Tom Walsh III. KFA Private Wealth Group. William N. Price. Securus Wealth Management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. 7901 Jones Branch Drive, Suite 800. McLean, VA 22102. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com

COMPANY PROFILE | Spire Investment Partners

http://www.spireip.com/company-profile

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. W Tom Walsh III. KFA Private Wealth Group. William N. Price. Securus Wealth Management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. WHAT IS SPIRE INVESTMENT PARTNERS? WHAT WE DO FOR CLIENTS. WHAT WE DO FOR OUR WEALTH MANAGERS. Check the background of this firm on FINRA's BrokerCheck.

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Open | Join Spire

Open for New Ideas. Open for True Independence. Business models to fit your needs: Independent RIA, Spire RIA, OSJ. Flexible fee structures: fee-based, commission, and hybrids. Choice of custodians: multiple options, integrated reporting. Unlimited investment solutions: traditional and alternatives. Solid, smart infrastructure: compliance, administration, technology, and marketing. Read a letter from the President. Watch an Introductory Video. Robust resources to streamline and enhance your business.

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