Wealth Management in the U.S. and Abroad

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A Partnership with Purpose

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. Please see our disclosures near the bottom of this page.

Multi-generational wealth management

Inspire is a boutique wealth management firm serving individuals and families whose portfolios benefit from thoughtful coordination and personalized attention. With a multigenerational perspective, we help you preserve and grow your wealth so it can make a meaningful difference today and for generations to come.

Through our relationships with AlphaStar Capital Management, Charles Schwab & Co., Inc., The Vanguard Group, and Orion Portfolio Solutions, we provide access to investment resources and personalized strategies that support a coordinated, tax-conscious approach to managing your wealth.

Accredited Investment Fiduciary®/ Chartered Financial Analyst® / Certified Financial Planner®

Jeff Headrick, AIF®, is the Founder and Senior Financial Advisor of Inspire, with more than 20 years of experience helping clients navigate important financial decisions. He works alongside a multidisciplinary team of investment and financial planning professionals to help individuals and families coordinate their investments, retirement planning, and long-term wealth goals.

Jeff Headrick, AIF®

Founder & Senior Advisor

Tony Parish, CFA®, CQF®

Chief Investment Officer

Parks Barnhardt, CFA®

Senior Investment Strategist

Jonathan Blevins, CFP®, ChFC®

VP | Advisor Consulting

Dan Lantz

Chief Compliance Officer

Andrea Purcell

Investment Securities Trader

Patrick Muldowney

Investment Securities Trader

Morgan Armstead

Advisor Services Associate - Account Management

Inspire Financial Planning, LLC Disclosures

A Personal Note from Jeff

In my early years, I had the opportunity to travel and spend considerable time in the Caribbean, including living on St. John. That experience taught me that an island doesn’t thrive alone—harbors like Charlotte Amalie connect it to a wider world of resources and expertise.

At Inspire, we serve as the hub of your financial ecosystem, bringing together institutional investment resources, equity portfolio managers, custom direct indexing and tax-loss harvesting specialists, real estate investment and 1031 exchange professionals, and your tax and legal advisors.

We thoughtfully select and coordinate these resources as your needs require, connecting their expertise to your goals—helping you chart a clearer course, spend less time navigating financial decisions, and devote more time and attention to the people, experiences, and pursuits that enrich your life.

AlphaStar Capital Management Client Relationship Summary, Form ADV Part 2A – Firm Brochure, and Form ADV Part 2B – Brochure Supplement

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Fee-only financial planning services

We offer fee-only financial planning services to investors in the U.S. and abroad (must be a U.S. citizen).

Schedule a one-on-one to learn more.

"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