Inspire Financial Planning is a comprehensive financial planning and wealth management firm located in Wilmington, NC.
Financial Planning & Wealth Management
We have learned over the years that we can deliver more value to our clients using a comprehensive approach. While we place a strong emphasis on portfolio construction and performance over the long term, we feel that our clients are best served with an initial, in-depth financial plan.
In addition to investment planning, we also explore cash flow management, budgeting, risk management (to include long-term care planning), estate planning, and tax planning.
Independent Financial Advisors
As an independent financial planning and investment firm serving Raleigh and Wilmington, North Carolina, and Knoxville, Tennessee, our financial planners have the freedom to choose from a wide array of investment options. We are not employed by an insurance or investment company, so your best interests are always our top priority.
We offer a wide range of cost-effective investment solutions to address your risk profile and help you work toward your financial goals. We utilize low-cost exchange traded funds and low-cost mutual funds as needed. Learn more about our approach to investing.
We Are Fiduciaries
As investment advisor representatives serving clients in Raleigh and Wilmington, North Carolina, we are held to a fiduciary standard of care. This means that we are obligated to hold your best interests above our own.
Our Financial Planning Team
We coordinate your investment and financial planning with CFP® (Certified Financial Planner) and CFA® (Chartered Financial Analyst) professionals who provide tremendous insight while we build and monitor your portfolio & financial plan. See our About Us page to learn more.
Passionate About Your ROI (Return on Investment)
We will walk you through the value of our financial advice both qualitatively and quantitatively. We will also provide you with third-party research from Vanguard and others that have explored the value of professional financial advice.
If you've never worked with a financial planner before, you may want to read our beginner's guide: The Financial Planning Revolution: A Beginner's Guide to Working with a Financial Planner.
We are honored to be a Dave Ramsey SmartVestor Professional . How can we help you?
Give us a call at (910)448-1450
Inspire Financial Planning Blogs
"I often get calls from Dave Ramsey listeners looking for that perfect mutual fund. They want a fund with experienced management, lower expense ratios, and insanely high returns. And while these types of funds do exist..
"While the sky might not be falling, the stock market may be crashing---soon. Or, it may be 10 years from now. I can’t say for sure. But I was able to learn some things from the crash of 2008, and I would like to share them with you so that we can both learn from them."
"Your 401k may run more smoothly with efficient asset allocation. And the closer you are to retirement, the more this may matter."
Yours, Lord, is the greatness and the power and the glory and the majesty and the splendor, for everything in heaven and earth is Yours. Yours, Lord, is the kingdom; you are exalted as head over all. 1 Chronicles 29:11
Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Inspire Financial Planning are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Inspire Financial Planning does not offer legal or tax advice.