A Community of Trusted Financial Advisors
Complexity can stand between you and your financial goals. We believe there’s a better way.
We work together to create clarity around life’s important financial decisions.
Who We Are
We are a community of independent financial advisors collaborating to deliver personalized wealth management solutions.
Industry Recognition
Our team has been acknowledged by Forbes*, and our co-founders bring extensive experience to the field.
2026
Advisorhub
400 Advisors to watch under $1B
Ricky Smith
2026
kestra financial business of the year
Inspired wealth planning
2026
Forbes Best-in-State
Wealth Advisors
Ricky Smith
2025
Forbes Best-in-State
Top Women Wealth Advisors
Amy Dunham
2023
Forbes Best-in-State
Wealth Advisors
Ricky Smith
2022
Forbes Best-in-State
Wealth Advisors
Ricky Smith
What We Do
We focus on developing clear, personalized strategies that adapt as your needs change.
Why Inspired Wealth Planning
Local Presence
Community presence combined with professional capabilities.
Independent Guidance
Freedom to recommend what fits your needs, not corporate’s.
Personal Approach
Custom strategies developed around your specific situation.
Modern Tools
Technology that enhances the personal service we deliver.
Direct Access
Open communication with decision-makers and specialists.
Shared Knowledge
Access to our team’s diverse backgrounds and experience.
