Inspire is an independent, fee-only wealth management firm providing fiduciary financial advice to high-net-worth individuals and families. Based in North Carolina, the firm serves clients in Wilmington, Raleigh, Charlotte, Greensboro, and Asheville, as well as metropolitan areas including Atlanta, New York, Boston, Chicago, Scottsdale, San Francisco, and Newport Beach. Inspire emphasizes independence, transparency, and a holistic approach, with a legal obligation to put clients’ interests first.

Its services include investment and asset management, financial planning, portfolio reviews, and ongoing wealth oversight. The firm uses commission-free portfolios and exchange-traded funds, with a focus on keeping investment expenses low. Inspire is especially suited to clients facing significant financial decisions, such as retirement, a business sale, inheritance, or a job change.

It also offers a boutique, family-office-style experience, coordinating with other professionals such as accountants and attorneys when appropriate. The firm highlights proactive communication and personal relationships, and invites prospective clients to schedule an introductory conversation. Most client assets have been held in custody at Charles Schwab since 2023