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
TAX ALPHA: Strategies and Considerations – #3 in Series
March 12, 2024 | Author: Jason Brooks
Ready to add Tax Alpha to your portfolio? Click below to read more about strategies to consider.
TAX ALPHA: Strategies and Considerations – #2 in Series
January 27, 2024 | Author: Jason Brooks
Ready to add Tax Alpha to your portfolio? Click below to read more about strategies to consider.
Focus on the Markets Q1 2024 – Focusing on the New Year
January 23, 2024 | Author: James Jaramillo
What do lobsters, chickens, diets and exercise have to do with the economy and the markets in 2024? Tune into this years New Year’s trivia and resolutions video and find out more. Click “Watch Video” to view video with Finspire’s thoughts on today’s market environment.