Dublin, OH Office
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Inspire Advisors, LLC
Multi-team
Firm-wide stats for Inspire Advisors, LLC
About
Inspire Advisors, LLC is a registered investment adviser that manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high‑net‑worth individuals, along with institutions, charitable organizations, broker‑dealers and other investment advisers. The firm offers discretionary and non‑discretionary portfolio management (including model portfolios and sub‑advisory arrangements), financial planning, participant account management through a third‑party platform, and consulting services to brokerage customers.
The firm integrates Biblically Responsible Investing throughout its advice using a proprietary Inspire Impact Score™ and an affiliated screening tool (Inspire Insight), and it uses a mix of methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to construct models and portfolios. Inspire frequently delegates management to sub‑advisors or its affiliated manager, maintains proprietary ETFs, and provides tax‑mitigation services such as custom indexing on its TAMP platform while typically operating under discretionary authority.
Distinctive features in the brochure include the firm’s explicit practice of, with client consent, voting proxies consistent with its interpretation of biblical values and the routine recommendation of proprietary ETFs and affiliated managers, which the disclosure identifies as potential conflicts of interest. The brochure also reflects two uncommon characteristics for an enterprise adviser: it does not identify corporate or business clients as a client type, and its advisory compensation is predominantly percentage‑of‑AUM across multiple blended and negotiable schedules rather than relying on firmwide fixed advisory fees (financial planning may be charged fixed or hourly in limited circumstances).
Based on Inspire Advisors, LLC
Location
485 Metro Place South, Suite 120
Dublin OH 43017
Advisors at this office
3
Advisors at this office
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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