Inspire Wealth Partners

Inspire Wealth Partners provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients. The state‑registered firm, founded in 2019, reports roughly $85.9 million in discretionary assets under management across a small client base and offers ongoing, project‑based, and hourly planning engagements.

The firm’s investment approach centers on setting portfolio policy through asset‑allocation across multiple asset classes and implementing that policy largely with passive vehicles such as mutual funds and ETFs. Portfolios are managed on a discretionary basis with a focus on broad diversification, tax‑aware implementation, periodic rebalancing, and occasional tactical adjustments to asset‑class weightings.

Compared with many peers, the firm’s public materials call out third‑party ratings, a practice that is uncommon among similar independent advisers. The brochure also discloses the firm’s use of multiple custodians (including participation in an institutional program with a major custodian and use of a digital custodian for some clients) and notes that the adviser does not accept outside compensation or have related parties; the firm also states it will not provide separate written account reports to investment advisory clients.