Corporate and Not-for-Profit Retirement Plan Advisory
We go beyond Fees, Funds and Fiduciary and focus on improving the investment process, employee outcomes and plan administration.
Personal Financial Planning and Asset Management
We empower individuals by having a plan for future financial success so they can spend their time doing things they love.
Institutional Asset and People Consulting
We link Financial Capital with Human Capital and support those overseeing Human Resources, Pensions, Foundations and Endowments.
The Finspire Difference
OUR WHY: Finspire was founded by seasoned professionals who saw an industry lacking quality independent investment advice due to significant consolidation. We offer the scale of large institutions with the personalized touch clients deserve.
Structure, Stewardship and Stability
We are an independent, fiduciary-minded company structured for the long-term. The 14-year age range of the three Finspire founders allows us to confidently answer client questions regarding the longevity and continuity of the service model.
We don’t just bring our decades of combined pension, investment and portfolio management experience to serve clients, but each team member has honed deep expertise in additional areas such as custody & trust services, recordkeeping technology, collective investment trusts, retirement plan mergers & acquisitions, non-qualified deferred compensation programs, vendor management and cost containment. We serve clients as a team and bring these areas of expertise to the forefront when needed the most.
We remove conflicts where they may exist and engage clients with a straightforward fee agreement designed to be accountable for our results. We strive for clients to feel appreciated, savvy, confident and in control of their financial future.
Start your Finspire journey today.
Recent News
Focus on the Markets Q2-2025 – Recession, Reflection, Rescission, Reconciliation…
April 18, 2025 | Author: James Jaramillo
The 4 R’s are set to possibly unfold in the second quarter. Join us to hear our thoughts on the impact recession, reflection, rescission, and reconciliation may have on your money. Tune in to our Focus on the Markets video series to hear more. Click “Watch Video” to view video with Finspire’s thoughts on today’s market environment.
Special Update: Reciprocal Tariffs and the Market Reaction
April 7, 2025 | Author: Chris Karam
Click below to see our latest update on tariffs and the capital markets reaction.
Finspire Annual Update – April 2025
April 4, 2025 | Author: James Jaramillo
Take a journey with Finspire as we reflect on accomplishments from 2024 and venture into 2025.