Inspire Financial Planning
1213 Culbreth Drive
Wilmington,
NC
28405-3639
(910) 448-1450
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.
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
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.
Products and 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
Brands
American Funds, Charles Schwab, iShares ETFs, Vanguard ETFs, Vanguard Mutual Funds
