Focusing on Your Tomorrow

Our clients search for independent financial expertise and stay for the experience.

Check the background of investment professionals with this site on FINRA’s BrokerCheck.

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.

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    847-292-1230

    1515 E. Woodfield Rd., Suite 840
    Schaumburg, IL 60173

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    • Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Finspire, LLC are not affiliated.

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      Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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