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Libertyville, IL Office

Team
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Inspirion Wealth Advisors, LLC logo

Inspirion Wealth Advisors, LLC

Team

Firm-wide stats for Inspirion Wealth Advisors, LLC

Total advisors

10

Across 3 offices

Clients per advisor

92 High

Avg AUM per client

$1,483,473 High

HNW client ratio

47% High

About

Inspirion Wealth Advisors is a registered investment adviser that manages roughly $1.39 billion for individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. The firm offers wrap comprehensive portfolio management, financial planning and consulting, and ongoing retirement plan consulting services.

The firm provides individualized portfolio management through its wrap fee program and tailors financial plans and consulting engagements to clients’ goals; clients may impose reasonable investment restrictions on wrap accounts. Investment methods include both fundamental and technical analysis, and strategies cover long‑ and short‑term trading, option writing (derivatives), and the use of margin borrowing; retirement plan work excludes certain illiquid and employer‑specific assets.

Noteworthy features relative to peers include sponsoring a wrap‑fee program while also having advisory personnel who are registered representatives and licensed insurance agents, which enables commissionable securities and insurance product sales alongside fee‑based advisory services and is disclosed as a potential conflict. The firm’s documented use of derivatives and borrowing in separately managed/wrap accounts is uncommon among similar teams and can introduce additional leverage and counterparty risk; the adviser supports these services with internal policies and disclosures and a nine‑advisor team serving roughly 920 client relationships.

Based on Inspirion Wealth Advisors, LLC

Expertise

Options & derivatives strategies

Based on Inspirion Wealth Advisors, LLC

Location

900 Technology Way, Suite 130

Libertyville IL 60048

Advisors at this office

8

Advisors at this office

user avatar

Peter K

CFP®, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

Options & derivatives strategies
user avatar

Myron H

CFP®, Series 63, Series 66

Libertyville, IL

Inspirion Wealth Advisors, LLC

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Options & derivatives strategies
user avatar

Richard K

CFP®, Series 63

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Options & derivatives strategies
user avatar

Donald K

Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Options & derivatives strategies
user avatar

Reid G

Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Options & derivatives strategies
user avatar

Richard Y

Series 63, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

Options & derivatives strategies
user avatar

Richard K

CFP®, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Kolb III is a CFP® certificant with eight years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to this, he worked at Baxter International Inc. from 2016 to 2018. He is on the board of directors for Michael Matters Org., a non-investment-related organization. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and ongoing retirement plan consulting using both fundamental and technical analysis, including strategies such as option writing and margin borrowing.

Options & derivatives strategies
user avatar

Erika B

CFP®, Series 63, Series 66

Libertyville, IL

Inspirion Wealth Advisors, LLC

Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.

Options & derivatives strategies
View complete list of advisors at this office
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