Financial Planning and Wealth Management in Wilmington, NC

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.

Certified Financial Planners and Chartered Financial Analysts 

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 experience that help elevate even the best of financial plans.

Serving You and Your Family Into the Next generation

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 and thought leadership for our clients. Inspire is a boutique financial planning and wealth management firm specializing in individuals and families with $1MM to $10MM in investable assets.  Inspire was selected by expertise.com as one of the best financial advisors in Wilmington and Raleigh in 2023.

Our first priority is helping you take care of yourself and your family. Long-term professional relationships that encourage open and honest communication have always been the cornerstone of our success.