Inspire Financial Planning
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
Note: Virtual meetings available with 24 hours notice. Inspire has offices in Wilmington, Raleigh, Charlotte, Greensboro, Asheville, Columbia, Knoxville, and Richmond. Also serving most major cities: Atlanta, GA, Chicago, IL, Boston, MA and San Franciso, CA.
About us
Inspire Financial Planning is an independent wealth management firm serving ultra-high-net-worth families and individuals. Jeff Headrick is the Founder and CEO of Inspire and has over 20 years of 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. We have a multigenerational spirit at Inspire. Our mission is to preserve and grow your wealth and have the most significant impact today and for future generations. We have the support of Charles Schwab and The Vanguard Group, who provide institutional quality investments and thought leadership for our clients. Inspire specializes in individuals and families with $2MM to $100MM+ in investable assets.
| Languages | English |
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| Brands | American Funds, Charles Schwab, iShares ETFs, Vanguard ETFs, Vanguard Mutual Funds |
| Services | Financial Planning, Wealth Management, Asset Management, Estate Planning, Tax Planning, Donor Advised Funds, Retirement Planning, Investment Planning, Business Succession Planning, Delaware Statutory Trust (DST) Planning, ESG Investing, Tax-Managed Investing, Retirement savings consulting, Investment advising |