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Wealth Management in the U.S. and Abroad

Your trust . Our expertise.  From wealth management to retirement solutions, our insight and financial strategies can make your life's dreams a realty..

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Fiduciary Wealth Management in the U.S. and Abroad

Inspire Financial Planning, LLC. is an independent fiduciary. This means we are held to a fiduciary standard to place your interests above our own. We must act with utmost good faith, provide full and fair disclosure of all material facts, not mislead clients, and expose all conflicts of interest to clients.

Multi-generational wealth management

We have a multigenerational spirit at Inspire. Our mission is to preserve and grow your wealth, to have the most significant impact today and for generations to come. We also have the support of Charles Schwab and The Vanguard Group, who provide institutional quality investments for our clients. Inspire is a boutique wealth management firm specializing in individuals and families with $2MM to $100MM+ in investable assets.  Inspire was selected by expertise.com as one of the best financial advisors in Wilmington, Raleigh, and Charlotte, NC in 2024.

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    Best Financial Advisors in Wilmington / Raleigh / Charlotte in 2024


Through a selection process based on availability, qualifications, reputation, experience 

and professionalism, expertise.com has selected us as one of the Best Financial Advisors in Wilmington, Raleigh, and Charlotte in 2024.

Inspire Financial Planning, LLC is rated by Expertise.com as one of the Best Financial Advisors in Wilmington, NC since March 2022, and in Raleigh, NC, Charlotte, NC, Greensboro, NC, and Asheville, NC since April 2023. Expertise.com bases its ratings on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): availability, qualifications, reputation, experience, and professionalism. Expertise.com receives compensation from Inspire Financial Planning, LLC in order to obtain and advertise ratings."

Fee-only financial planning services

We offer fee-only financial planning services to investors in the U.S. and abroad. Call today for a free quote of our wealth management services.

Chartered Financial Analyst / Certified Financial Planner

Jeff Headrick is the Founder and CEO of Inspire and has over 20 years experience serving investors. Jeff's team of Certified Financial Planners  and Chartered Financial Analysts comprise a deep reserve of talent and expertise that can elevate your wealth management strategy. 

 

Jeff Headrick

Jeff Headrick

Founder & CEO

Tony Parish

Tony Parish, CFA®

Chief Investment Officer

Jaren Kiser, CFP®

Jaren Kiser, CFP®

Lead Private Wealth Strategist

Jonathan Blevins CFP®, ChFC®

Jonathan Blevins CFP®, ChFC®

Private Wealth Strategist

Aaron Kingrey

Aaron Kingrey

Head Trader

Armin Sarabi

Armin Sarabi

Chief Compliance Officer

Adi Mahajan, CPA-At-Large

Adi Mahajan, CPA-At-Large

Certified Public Accountant

Brad Franc, Business Attorney-At-Large

Brad Franc, Business Attorney-At-Large

Business Law Attorney-at-large

"Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes."

- John C. Bogle  

Founder of the Vanguard Group