A complete list of active advisors currently associated with Inspiration Financial Planning

Warmer can help you find a great advisor at Inspiration Financial Planning or one who fits your needs even better.

The firm provides comprehensive financial planning (ongoing and project-based) and investment advisory services to individuals, businesses, and high‑net‑worth clients, and also offers employee benefit plan advisory services for employer‑sponsored retirement plans and public seminars. It implements investment management through third‑party money managers and custodians and offers estate document facilitation as an ancillary, project‑level service with a third‑party scrivener. The adviser primarily favors passive portfolio construction implemented via recommended outside managers and monitors those managers’ holdings, strategies, and compliance as part of periodic risk assessments; it may also act as a co‑advisor when using certain platforms. Clients engaging in ongoing planning receive continuous access to the adviser with quarterly check‑ins and coordinated referrals or participation with attorneys and tax professionals as needed. Noteworthy for a solo, state‑registered independent adviser, the firm explicitly provides services to employer/plan sponsors and other business clients and administers employee benefit plan reviews—client types more commonly handled by larger firms. The practice manages about $14.7 million across a small client base and documents its use of institutional platforms (Betterment Institutional and GeoWealth/Schwab) and third‑party estate‑document services, producing a concentrated, implementation‑focused relationship distinct from many peers.

To learn more about the advisors currently working at Inspiration Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.