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Anthony W

Series 63, Series 66

Brighton, MI

Inspire Wealth Advisory LLC

Anthony Weatherspoon is a financial advisor at Inspire Wealth Advisory LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Humana, LPL Enterprise, and Thrivent Financial. In addition to his advisory role, he is a licensed insurance agent in Brighton, MI, dedicating a significant portion of his time to selling insurance products. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm uses the UX Wealth platform and third-party managers to implement customized investment strategies based on client financial information and risk tolerances.

Medicare planning Long-term care insurance Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Philip L

Series 63, Series 65

McAllen, TX

Inspire Wealth Advisory LLC

Philip Lee is a financial advisor at Inspire Wealth Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookwood Investment Group and CAS Wealth Strategies LLC. In addition to his advisory work, Lee provides income tax planning and business consulting services through DBL Tax Design LLC. Inspire Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA 3(21) services to individuals, trusts, business owners, and retirement plans. The firm employs third-party managers and the UX Wealth platform to implement tailored investment strategies.

Medicare planning Long-term care insurance Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nicholas B

Series 63, Series 65

Brighton, MI

Inspire Wealth Advisory LLC

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

Medicare planning Long-term care insurance Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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