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Financial Advisor | Wilmington NC


Inspire is an independent wealth management firm offering financial services to Wilmington, NC. Speak with a financial advisor today to learn more about our  full suite of financial planning and wealth management services (investment, retirement, tax, business, and estate planning).

Schedule a free virtual meeting to discuss your goals with an independent, fiduciary financial advisor.

We are located near Mayfaire Town Center, just five minutes from Wrightsville Beach.

Local Wealth Management | Wilmington, NC 

Your family’s financial needs are constantly evolving. Markets change, the economy ebbs and flows, and even your personal landscape is constantly changing. Speak with a financial advisor today to get started on your financial plan. Let us help you in the following areas:

  • Delegate your wealth management to a team of seasoned fiduciary financial advisors
  • Create structure and balance to your investment portfolio that align with your risk tolerance and values
  • Delegate advanced tax planning duties to professional CPAs who are well-versed in wealth management
  • Optimize your retirement plan with an income strategy that provides income 
  • Incorporate your real estate portfolio into your retirement and legacy plan
  • Create a business plan that will help transfer your business to the next generation
  • Strategize with you on philanthropic pursuits and fund them in a way that benefits your taxes
  • Build an estate planning strategy that considers taxes, loved ones, and a smooth transition to your heirs
  • Assist with complex employee benefit plans and stock options


SCHEDULE A FREE call to speak with a fiduciary advisor

Awarded Best Financial Advisors in Wilmington by expertise.com


Inspire was awarded Best Financial Advisors in Wilmington by expertise.com. The award is based on Inspire's availability, qualifications, reputation, experience and professionalism.

Inspire Financial Planning was first awarded Best Financial in Wilmington in March 2022. 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 in order to obtain and advertise ratings.

Financial Advisor Reviews

"Jeff is a financial advisor who practices what he preaches. His knowledge and advice indicate to me that he does his research and is current with the activities going on in the financial world. His newsletters keep us up to date with the ups and downs in the market and what paths we should consider following with our money. He really knows what he is talking about and looks out for what is best for our investments. I feel very at ease when we discuss our financial options and goals, it takes a huge burden off my shoulders. He does an outstanding handling of our financial affairs."     -Chris R.  (Chis R. is a  client of Inspire Financial Planning and is not being compensated for sharing his  opinion and experience with our firm. Any compensation creates a conflict of interest. His comments may not be representative of any other person's experience with the firm.)

"After my husband passed, I needed help to determine the best way to invest. Jeff did the research, presented me with options, and helped me to find what worked for my future. I find Inspire to be very upfront, honest, and easy to work with. I highly recommend them to anyone looking for financial planning. "     -Joan A.    (Joan A. is a  client of Inspire Financial Planning and is not being compensated for sharing her opinion and experience with our firm. Any compensation creates a conflict of interest. Her comments may not be representative of any other person's experience with the firm.)

"I absolutely LOVE working with Jeff Headrick at Inspire. I needed someone to help me organize my finances, my goals, my plans for the future and found Inspire online. I contacted Jeff, did an initial consultation with him, and knew I had found the right person for me. He is the most caring, knowledgeable, detailed and thorough financial planner I have ever worked with. He truly uses a holistic approach to planning for the future. I can call anytime for even the smallest questions, and he is always there for me. I feel so confident in knowing that my financial future is being managed by someone so truthful, so caring, and so determined to do the best thing for me. I would recommend him to ANYONE wishing to get financial advice and planning. Jeff is the BEST !!!"     -Melanie C.     (Melanie C.  is a  client of Inspire Financial Planning and is not being compensated for sharing her opinion and experience with our firm. Any compensation creates a conflict of interest. Her comments may not be representative of any other person's experience with the firm.)

The Family Office Approach

Let our family office approach to fiduciary wealth management make your life easier. We can introduce you to estate planning attorneys, business consultants, accountants, and bill payment services. While these services may not relate specifically to your investment portfolio, they constitute part of the bigger picture for your family’s wealth management (and peace of mind). See below for some of our high net worth and ultra high net worth family office services.


·        Income tax planning service

·        Business planning service to include succession planning

·        Real estate planning service

·        Philanthropic planning service

·        Bill payment service

·        Banking services in conjunction with your savings or distributions

·        Personal expense and cash flow management

·        Insurance planning services


Call us Today to see if we are the right team for you!

Independence, not incentives

Our work is conducted independently without quotas or sales incentives to dilute the value of our advice.  This level of independence enables us to suggest financial products, investments, or strategies that are most suitable for our clients' specific circumstances and goals. We are committed to serving our clients without being swayed by sales commissions, incentives, or any other monetary advantages.

Transparency

We believe our clients deserve transparency and openess regarding our fees.  Our commitment to transparency means that we always provide upfront disclosure and thorough discussions about our fee structure. This allows us to clearly outline the services included and the associated costs. All prospective clients receive written proposals.


Fiduciary Advice

 Our goal is to provide our clients with unbiased and tailored advice that is not influenced by incentives for product sales.

Fee Structure

We receive our compensation directly from our clients in the form of fees. The fee structure can vary based on the complexity of services offered, encompassing a percentage of assets under management (AUM), a fixed fee, or a blend of both. Call today for a free quote!

Objectivity

Our compensation structure fosters impartiality in financial advice and asset wealth management. We strive to provide highly objective, unbiased recommendations that align with our client's best interests. 

Reduced Conflicts of Interest

As a fiduciary wealth management company, we work hard to reduce conflicts of interest. All interested parties (which may include you, your spouse, attorney, CPA, etc) will recieve full disclosures regarding Inspire at time of proposal and anytime thereafter upon request.