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 Q4-2024 – Electoral Dysfunction
October 28, 2024 | Author: James Jaramillo
Will our dysfunctional political system ensure a continuation of strong equity returns in 2025? Tune in to our latest capital markets video as we discuss the intersection of the economy, the markets, and politics. Click “Watch Video” to view video with Finspire’s thoughts on today’s market environment.
The Value of Protected Income in Today’s Environment
August 7, 2024 | Author: Jason Brooks
Looking to understand the value of protected income as a part of your long-term strategy? Click below for helpful income insights.
Focus on the Markets Q3-2024 – Olympic Edition
July 24, 2024 | Author: James Jaramillo
Will Jay Powell be a gold medalist in archery? We should be thankful for Pierre de Coubertin. Who? Tune in to hear our thoughts on the fortunate timing of the Olympic games and what’s in store for the second half of the year. Click “Watch Video” to view video with Finspire’s thoughts on today’s market environment.