Independent Fiduciaries in Wilmington, Raleigh, and Charlotte, NC.
Inspire Financial Planning, LLC., is an independent fiduciary. We offer fee-only asset management, financial planning, and comprehensive wealth management services to our clients in Wilmington, Raleigh, and Charlotte, NC.
Founder / Private Wealth Advisor
Jeff is the founder and Private Wealth Advisor at Inspire Financial Planning, LLC. Jeff can help you navigate your financial planning, asset management, wealth management, and risk management strategies. Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA). Click here for more about Jeff’s educational background as well as his thoughts on offering both Fee-Only and Fee-Based services.
Investing and Living with Passion
Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing.
During his twenties he lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. Jeff once skied 89 consecutive days in Summit County, Colorado.
Jeff is married, has two children, and thrives most when he’s spending quality time in the great outdoors with his family.
Tony Parish, CFA®
Chief Investment Officer
Tony Parish leads the investment team and oversees Inspire's investment portfolios. He is passionate about working on financial data science projects (yes, really), and he specializes in quantitative modeling of multi-asset portfolios.
Tony is a Chartered Financial Analyst (CFA®) and holds a Certificate in Quantitative Finance (CQF). He earned his MBA, with a concentration in Finance, from Fordham University in New York, a Certificate in Data Science from the University of Washington, and a BFA from Concordia University in Montreal.
Aaron is Inspire’s trader. Aaron is responsible for trading and maintenance of Inspire’s portfolio offerings.
Aaron holds the Series 3 License (National Commodities Futures Examination) administered by the Financial Industry Regulatory Authority (FINRA) on behalf of the National Futures Association.
Aaron enjoys disc golf, poker, hiking, and playing golf in his spare time.
Chief Compliance Officer
Armin is Inspire’s Chief Compliance Officer & General Counsel. He oversees our regulatory compliance program and provides legal advice and counsel in a variety of legal and business matters.
Armin earned his Juris Doctorate from the University of Denver Sturm College of Law in Denver, CO. He also holds a Bachelor of Art in Psychology and one in Philosophy from the University of Maryland in College Park, MD.
Armin enjoys cooking, travel and unique experiences. He is an avid outdoorsman and enjoys camping, backpacking, kayaking, hiking. Armin has climbed several 14ers in the Colorado Rocky Mountains.
Tower Six, LLC / Risk Management
Tower Six specializes in implementing your risk management. A subsidiary of Inspire, LLC, Tower Six has relationships with professionals from across the country that can provide ancillary support mitigating your risk with various forms of insurance. We have long term care specialists in San Diego, life insurance specialists in Charlotte, and disability insurance specialists in Nashville. We believe our risk management services to be best-in-class.
Learn more about Inspire's Wealth Management Process for an Inital Financial Plan
Investment Advisory Services offered through AlphaStar Capital Management, LLC, an 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.