Enspire Wealth Management, LLC

Enspire Wealth Management is a SEC‑registered advisory firm that works with individuals (including high‑net‑worth clients), trusts, estates, small businesses, and some participant‑directed retirement plans. The firm offers discretionary investment management—primarily through diversified mutual fund and ETF portfolios—and financial planning services, with advisory fees charged as a percentage of assets under management.

The firm employs a consultative process to produce individualized Investment Policy Statements and generally pursues long‑term, diversified portfolios with periodic rebalancing, drawing on both active and passive fund managers and using fundamental analysis for fund selection. Enspire typically manages accounts on a discretionary basis (with non‑discretionary services for certain retirement plan participants) and conducts quarterly portfolio reviews overseen by the principal.

Noteworthy for a supported firm, Enspire has disclosed a prior formal affiliation with another advisory firm and its principals’ prior work at that advisor, and it also operates alongside a separate CPA/accounting practice run by a principal, with reciprocal client referrals disclosed as occurring without referral fees. As a small, two‑advisor firm founded in 2023 with roughly $119 million in AUM, Enspire also aggregates household accounts for fee calculations, commonly includes financial planning for managed clients, and may reduce or waive fees for certain employees or family—operational features that distinguish it from many peers.