Long-term fruitfulness doesn't happen by accident.
Build a financial plan around your goals and your life.
Joe Garrisi was recognized by Forbes as a Best-In-State Top Financial Security Professional in 2024 and 2025. These recognitions were awarded based on data as of December 31 of the preceding years and reflect Joe Garrisi’s individual achievements during his prior affiliation with another firm.
This recognition is not indicative of current or future performance and should not be construed as an endorsement of any particular advisory firm.
Testimonials
What our clients say
Joe Garrisi has been a massive and ongoing help in my estate planning and life insurance policy. He is a family man who understands the family man’s motivations and interests.
Ben Garrett
Host of Haunted Cosmos Podcast
Joe Garrisi is a man of integrity and wise when it comes to guiding both short term and long-term financial decisions. I cannot count all the helpful times I have received smart advice from Joe and support from him in my career and future of my family.
Stacy McGuire
Client
Testimonials were provided by individuals who were clients of the advisor while affiliated with a prior firm. These testimonials reflect the experiences of those clients during that time period and may not be representative of the experience of future clients of Inspire Advisors, LLC. No compensation was provided in exchange for these testimonials and are not indicative of future performance.
Our Process
Why plan backwards?
If you don’t know where you’re going, you won’t accomplish as much as you could.
Look at where you are
We paint your financial big picture: everything you have, owe, and manage.
Identify where you want to go
We define clear financial targets so you know exactly what you're working toward.
Put together options to get you there
We build a personalized plan that adapts over time to keep you on track.
Our Services
Comprehensive financial guidance for every stage of life
Other Services
Alternative Investments
Diversify beyond stocks and bonds
Special Needs Planning
Extended care presents unique challenges
Our Clients
Who we work with
We serve families and professionals who want a plan built around their values.
Ways to Engage
How we work
Choose the engagement level that fits your needs.
LEVEL 1
Insurance
& Estate Planning
Focused protection and legacy planning
Life insurance planning
Disability insurance planning
Long-term care planning
Estate planning strategies
Risk and protection review
LEVEL 2
Fee Only Planning*
Comprehensive planning guidance for a flat fee
Full financial position assessment
Investment planning
Tax strategy and optimization
Retirement planning
Estate planning integration
Flat annual fee structure
LEVEL 3
Comprehensive Planning
End-to-end financial planning with ongoing investment management
Full financial position assessment
Investment planning and portfolio management
Tax strategy and optimization
Retirement planning
Estate planning integration
*A Fee-Based Financial Planning Engagement is typically a one-time or limited-term engagement. The planning engagement can be renewed with a newly signed agreement. See our Form ADV Part 2A Brochure and the Financial Planning Services Client Agreement for full details regarding the engagement, its terms, and conditions.
The Fee-Based Financial Planning Services generally do not include ongoing implementation or continuous monitoring services. If you decide to implement any of the recommendations made in your financial plan, you may work with your Advisor to do so through Inspire Advisors, LLC or you may elect to implement the recommendations at any other financial institution of your choosing.
Let's plan backwards.
Our Team
Meet the team
We are all committed to providing exceptional service.
