Jeff has been wonderful to work with! He's extremely personable and customer service driven, I'm so thankful I found him!
November 2023
The guidance I was given helped me to turn my financial situation around and be in a better place than I ever thought I would be. I now know how to "boss my money around instead of it bossing me around".
May 2023
Jeff listened to my individual needs & carried through with a product & plan that seems to be exactly what I need.It was nice to feel that I was heard.
Inspire is a boutique financial planning and wealth management firm serving clients in New York City, Boston, Chicago, Atlanta, Scottsdale, Newport Beach, San Francisco, Wilmington, Raleigh, and Charlotte. Our mission is to preserve and grow your wealth to have the most significant impact today and for generations to come. We partner with Charles Schwab and The Vanguard Group, who provide institutional quality investments for our clients. Jeff Headrick is the Founder and CEO of Inspire and has over 20 years of experience serving investors.
