1213 Culbreth Drive,
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.
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.
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 $1MM to $10MM in investable assets. Inspire was selected by expertise.com as one of the best financial advisors in Wilmington, Raleigh, and Charlotte, NC in 2023.
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 2023.
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."
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.
Founder & CEO
Chief Investment Officer
Lead Private Wealth Strategist
Private Wealth Strategist
Chief Compliance Officer
Certified Public Accountant
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