About Us

Fiduciary Wealth Management in Wilmington, Raleigh, and Charlotte, 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 Planner (CFP) and Chartered Financial Analysts (CFA)

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 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.

Top Financial Advisor in Raleigh

Top Financial Advisor in Wilmington

Best Financial Advisors in Wilmington / Raleigh / Charlotte 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."

Get Started Today

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.

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