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Matthew B
CFP®, Series 63, Series 65
Dublin, OH
Inspire Advisors, LLC
Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.
Andrew L
CFP®, Series 66
Dublin, OH
Inspire Advisors, LLC
Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Joshua C
Series 65
Dublin, OH
Inspire Advisors, LLC
Joshua Chaney is a financial advisor at Inspire Advisors, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has previously worked at Edelman Financial Engines and Financial Engines. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax mitigation services.
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