Inspire Advisors Minnesota

Locations
107 Center Drive, Buffalo, MN 55313

About

Inspire Advisors Minnesota

Inspire Advisors Minnesota is third generation financial planning firm dedicated to investing with integrity. We believe no good decision was made with a lack of information, which is why we work with each of our clients' unique needs to create a holistic financial plan. Our five-step process Discover, Evaluate, Plan, Implement, and Monitor walks through the steps necessary to develop a plan tailored to your financial goals. Our retirement roadmap navigates the retirement obstacles of Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Estate/Legacy Planning. We are fee-based fiduciary financial planners dedicated to our clients' financial and life success.

LOCAL

TEAM

Dave Zumbusch

CFP©
Founding Advisor Partner
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Beau Zumbusch

BFA™ - Behavioral Financial Advisor
Founding Advisor Partner
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Investment Team

W. Andrew Stoner
VP | Portfolio Strategy & Research
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Darrell Jayroe, CFA, CFP, CKA
Senior Portfolio Manager
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Tim Schwarzenberger, CFA
Portfolio Manager, Director of Corporate Engagement
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Client Service Team

Geoffrey Vodegel
Client Service Manager
Meredith Bales
Client Service Specialist
Beth Williams
Client Service Specialist

Compliance & Operations

Austin Walker, IACCP®
Compliance Manager
Jessica Goodrich
Senior Compliance Specialist

Why

Inspire Advisors

Biblically Responsible Investing

Many investors are surprised to learn they are profiting from and supporting immoral activities such as abortion, pornography, and human trafficking within their investment portfolios. At Inspire Advisors, we help you invest in some of the most inspiring, positive, biblically-aligned companies in the world without sacrificing return potential.

Data-driven Investment Strategies

Excellence in investing is one of our core values. Our team of Ph.D.'s and CFAs build rigorously designed portfolios based on peer-reviewed, academic research to address a wide range of investment objectives. Our proprietary Inspire Impact Score Methodology is trusted by investors around the world to provide a reliable, scientific approach to constructing quality portfolios that support biblical values.

Real Impact

At Inspire Advisors, your portfolio can make a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire's shareholder engagement efforts; and, (3) through Inspire Investing's Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.

Client resources

Contact

Inspire Advisors Minnesota