Structure, Stewardship and Stability
We are an independent, fiduciary-minded culture structured for the long-term. The 14-year age range of the three Finspire founders allows us to confidently answer client questions regarding the longevity and continuity of the service model.
We don’t just bring our decades of combined pension, investment and portfolio management experience to serve clients, but each team member has honed deep expertise in additional areas such as custody & trust services, recordkeeping technology, collective investment trusts, retirement plan mergers & acquisitions, non-qualified deferred compensation programs, vendor management and cost containment. We serve clients as a team and bring these areas of expertise to the forefront when needed the most.
We remove conflicts where they may exist and engage clients with a straightforward fee agreement designed to be accountable for our results. We strive for clients to feel appreciated, savvy, confident and in control of their financial future.