Inspire Advisors Lake Norman
Financial Advising
Why pick this one
Inspire Advisors Lake Norman provides biblically responsible investing and is led by industry veterans with decades of experience.
Best for
- clients seeking biblically aligned investment strategies
- small and mid-sized business owners planning exits
Look elsewhere if
- seeking secular financial advising
- individuals not interested in faith-aligned investment principles
Specialties
- biblically responsible investing
- comprehensive wealth management
- financial planning
Certifications
- Certified Exit Planning Advisor (CEPA)
- Chartered Financial Consultant (ChFC)
- Certified Plan Fiduciary Advisor (CPFA)
- Retirement Income Certified Professional (RICP)
- Wealth Management Certified Professional (WMCP)
What makes them different
- Local team based in Troutman, NC
- Founding member Ted DeLisi has served in the financial services since 1987
- Focus on biblically aligned investment planning
- Serves
- Troutman
Distilled from this business's own website.
Contact & Location
- Address
- 145 Freedom Valley Trl, Troutman, NC 28166-8899
- Phone
- +17045084949
- Website
- https://www.inspireadvisors.com/team/lake-norman
- inspire@inspireadvisors.com
Services
- financial advising