In 2023, Inspired Financial celebrated its 20th anniversary of helping clients—predominantly women in transition and families—achieve their highest goals through comprehensive financial planning provided by a caring and empowering team. We’re proud of all we’ve accomplished these past two decades and are blessed with the trust our clients have placed in us over the years.
As we look to our next 20 years (and more!), we’re excited to have found a like-minded partner in Apella Wealth who is of a size ($2.7 billion in assets under management) to provide resources and services beyond what we can and, at the same time, encourages us to maintain our current, personal approach in caring for our clients. They appreciate what we’ve created these past twenty years and will support and preserve our current office, our terrific team, and the close relationships that we enjoy with our clients today.
Apella Wealth is headquartered in Glastonbury, Connecticut, and has 14 offices across the United States. We will be expanding their presence in Southern California, and we’re excited to introduce you and the rest of our community to them. Among the many reasons we wanted to partner with Apella, they share our “client first” fiduciary approach, our commitment to comprehensive financial planning, and our evidence-based approach to investing.
The team (see us all below) is excited about this new partnership, and we invite you to learn more about Apella Wealth—and all we offer together—here.
Regional Director, Senior Financial Planner
Senior Financial Planner
Senior Financial Planner
Client Relationship Specialist
Client Relationship Specialist
Resident Financial Planner
Resident Financial Planner
Resident Financial Planner