Zenia, OH Office

Team
Updated today

Client AUM

$4,325,919,565

Clients

6,151

Advisors

2

Of 67 advisors across 36 offices

Location

354 N. Detroit St.

Zenia OH 45385

Advisors at this office

2

Advisors at this office

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Edward K

Series 66

Zenia, OH

Spire Wealth Management, LLC

Edward Kapfhammer Jr. is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Spire Securities, Graphic Packaging International, and National Carton and Coating Co. Outside of advisory services, he operates a business owning ATM machines and manages accounting for Spire-related business activities. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to various model portfolios, with certain strategies managed through proprietary risk overlays and affiliate partnerships.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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Tobia P

Xenia, OH

Spire Wealth Management, LLC

Tobia Pierce is a financial advisor with Spire Wealth Management, LLC, holding 10 years of industry experience. Prior to joining Spire Securities, LLC in 2019, Pierce worked at Stephan & Associates from 2014 to 2019. Outside of advising, Pierce is involved in community and nonprofit activities, including serving as Vice President of the Greeneview Athletic Booster Club, President of Greene County Parks and Trails, and holding board positions with the Xenia Chamber of Commerce and Xenia Rotary. Pierce is also co-owner of Pixie Petals Inc., a business focused on apparel design and marketing. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of passive, active, hybrid tax-aware, and tactical investment strategies. The firm offers financial planning, manager-of-managers programs, and access to proprietary risk overlays through its affiliate Corbett Road Capital Management.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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