globe with wilmington nc investments

Broad Range of Investments

We offer a broad-market equity and investment-grade fixed income exposure, encompassing more than 19,000 global stocks and bonds.

man on ladder reaching for wilmington nc investments


Diversified index investments that can help alleviate active manager risk in portfolios through lower return variability and low turnover.

piggy bank on table saving with wilmington nc investments

Low Expense

Low costs, with weighted average expense ratios at 0.09%, enabling investors to keep more of their returns.

18 Vanguard Image

To see current Vanguard portfolio structure click here:


Asset Management

Our asset management service provides you with an array of investment choices. We utilize Vanguard, as well as many otherĀ  institutional money managers when considering your options.

At Inspire, we believe in passive management strategies that utilize low cost exchange traded funds. We also utilize active management strategies to a lesser degree. This approach to investing is known as "core and satellite."

All of our portfolio construction begins with an assessment of your personal tolerance for risk.

Related Investment Articles/Blogs:

To learn more about Inspire Financial Planning investment methodology, please read some of our articles/blogs written over the last few years.

Four Principles of the Successful Investor

Disagreeing with Warren Buffett: An Argument for Bonds

Your 401(k) and the Efficacy of Asset Allocation

Mutual Funds vs. ETFs: A Comparison



American Funds Investment logo
TD Ameritrade Brokerage Account Logo