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Specialized wealth advisors for the New Christian Right

We're working to equip the New Christian Right with the financial tools to build legacy.

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.

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.

Over 1,000 families helped since 2011

We help you plan backwards.

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.

We serve families and professionals who want a plan built around their values.

Christian families

Productive Christian households aligning financial stewardship with Kingdom values

Military families

Current and former military families navigating benefits, transitions, and long-term financial strategy

Business owners

Entrepreneurs and executives looking to grow and protect the value they’ve built

Wealthy families

High net-worth families seeking personalized wealth management and generational planning

Choose the engagement level that fits your needs.

01

01

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

02

02

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

03

03

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.

Meet the team

Green Fern

Joe Garrisi

Founder & Wealth Management Advisor

Green Fern

Joe Garrisi

Founder & Wealth Management Advisor

Michael R Moore II

Wealth Management Advisor

Michael R Moore II

Wealth Management Advisor

Ashley Totino

Director of Client Services

Ashley Totino

Director of Client Services

Lydia G Garrisi

Marketing & Admin Assistant

Lydia G Garrisi

Marketing & Admin Assistant

Contact us

My financial goals

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Investment advisory services are offered through Inspire Advisors, LLC, a Registered Investment Advisor.

This contact form is for informational purposes only. Submitting a request does not establish an advisory relationship. We will provide our Form CRS and Form ADV Part 2A before offering any services.

We only conduct business in states where Inspire Advisors, LLC is properly registered.

Build your financial legacy.

Visit our Client Relationship Summary (Form CRS) for information about advisory services.

Joseph Orrin Garrisi, Michael R Moore II, and Ashley E Totino use Backwards Planning Financial as a marketing name for doing business as representatives of Inspire Advisors, LLC. Backwards Planning Financial is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank.

Investment advisory services are offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Availability varies by state. Licensing and regulatory details apply as listed.

For more details, please review our Form ADV Part 2A Brochure.

Copyright © 2026 Inspire Advisors, LLC. All rights reserved.

Build your financial legacy.

Visit our Client Relationship Summary (Form CRS) for information about advisory services.

Joseph Orrin Garrisi, Michael R Moore II, and Ashley E Totino use Backwards Planning Financial as a marketing name for doing business as representatives of Inspire Advisors, LLC. Backwards Planning Financial is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank.

Investment advisory services are offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Availability varies by state. Licensing and regulatory details apply as listed.

For more details, please review our Form ADV Part 2A Brochure.

Copyright © 2026 Inspire Advisors, LLC. All rights reserved.