A complete list of active advisors currently associated with Inspired Financial Planners

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

Inspired Financial Planners provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, and employer-sponsored retirement plans. Services include one-on-one financial planning, project-based planning engagements, investment management, and employee benefit plan advisory for plan sponsors. The firm builds individualized investment policy statements and generally implements portfolios using Modern Portfolio Theory with a primarily passive approach (index mutual funds and ETFs), while retaining the option to use a sub‑advisor for select clients and tax‑management strategies. Advisors monitor plans and portfolios on a regular basis and incorporate planning topics such as cash flow, tax planning, retirement distributions, estate considerations, and insurance into their ongoing advice. What is notable about the firm is its concentrated client base and credential mix: two lead advisors manage roughly $77 million for about 32 clients, producing a relatively high AUM per client and a small, personalized practice model. The firm’s lead advisors hold CFP and CPA credentials (one holds the AICPA Personal Financial Specialist credential and the other a Certified Student Loan Professional designation), and the firm also offers employee benefit plan services and the use of a well‑known model sub‑advisor for certain client needs.

To learn more about the advisors currently working at Inspired Financial Planners, 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.

You can also browse Inspired Financial Planners's office locations.