Join Inspire Advisors — Christian Financial Advisor Firm

Align your practice with your convictions.

Inspire Advisors is built for Christian financial advisors who want a practice that reflects what they believe.

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FIRM FACTS

$1.8B+

Assets under management

Affiliated advisors

2019

Founded

States registered

Why advisors come here

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Their clients started asking

Families wanted to know whether their portfolios lined up with what they believed, and there was no good answer available.

The approved list came up short

There was nothing on the shelf they could recommend to those clients in good conscience

Marketing kept coming back edited

And the part that got cut was always the part about what they believe.

The firm drifted. They did not.

What drew them there in the first place had quietly moved on without them.

Succession was coming

And the buyers who could afford them were not people they wanted stewarding those relationships.

Real advisors. Real conviction.

Affiliating here means joining a group of advisors who made the same decision for the same reasons. They compare notes, send each other referrals, and gather at our annual conference. Most of them will tell you the community mattered more than they expected.

I was always told you have to keep business and ministry separate. That bothered me because I felt like my clients are my mission field.

— Tryssa

I don't have to live a compartmentalized life. I'm able to be who I am all the time.

— Matt

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THREE WAYS TO WORK WITH US

Where you are coming from changes what this looks like

You run your own RIA

You have independence. What you may not have is time. Compliance, billing, account servicing, and technology decisions all land on you because there is nobody else. You keep the client relationships and the brand. We take the operating load.

Ready to stop being the operations department?

You are at a firm with a back office

Someone else already handles compliance and billing. The constraint is different: an approved list that limits what you can recommend, and a review process that treats your convictions as a risk to manage. Same support. Different answer to what you are allowed to say.

Ready to stop editing yourself?

You are thinking about what comes next

The buyers who can afford your practice are rarely the ones who share what you built it on. Succession does not have to mean handing your clients to someone whose values you would not choose. A path forward that works financially and holds the mission.

Ready to keep the legacy intact?

PLATFORM OVERVIEW

Every affiliated advisor gets the same foundation

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Compliance

Registration, filings, marketing review, records, audit support.

Billing and operations

Advisory fee billing, account servicing, custodial support, reporting.

Technology

Orion, client portal, advisor dashboard, onboarding.

Marketing and growth

Brand and website support, client materials, campaigns, events.

Account by account

You decide how much you hand off, account by account

The full breakdown is in the due diligence kit.

Advisor-Directed

Keep managing the portfolios you want to manage. You stay in the driver’s seat on those accounts.

Payout via the production grid — up to 90%

Inspire-Managed

Hand the rest to our investment team, across three platform options. It is not all or nothing, and it is not a tier we assign you.

Up to 100% payout. Cost of service runs 0.35 to 0.70 percent depending on the platform.

WHAT HAPPENS NEXT

What the process actually looks like

A conversation

Thirty minutes on where your practice is and what is not working and if Inspire Advisors is the right place for you.

The specifics

We run your actual numbers and walk through what a transition would involve for your book.

The transition

Registration, repapering, and client communication, with our team handling the parts that can be handled for you.

Get the details

Platform detail, firm documents, economics, and the 5 Steps to BRI. Everything you would want before a conversation.

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Want to talk through it? Call Scott.

Call the number below to walk through the details together, or book a meeting time that suits you.

Call (877) 859-6383

(877) 859-6383 inspire@inspireadvisors.com

Best Financial Advisory Firms awarded as of 6/2025 by USA Today and Statista. America's Top RIAs awarded as of 7/2025 by FA Magazine and Commonwealth. Great Place To Work awarded 10/2024. Licensing fees were paid for use of these logos. No compensation was paid to obtain these ratings. America's Top Financial Advisory Firms awarded as of 11/25 by Newsweek and Plant-A.

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Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.