Inspire advisors lake norman
Protect What You’ve Built. Plan What Comes Next.
Who we serve
Personalized Advice for Your Stage of Life
Whether you’re building a business, planning your retirement, or navigating a change at work or at home, we help you make confident decisions with what you’ve worked hard to save. Most of the families we serve have $500,000 or more invested.
Business Owners / Exit Planning
Connect your business and personal finances. Prepare for a sale, plan for taxes with your CPA, and decide how the proceeds can support your next chapter.
Pre-retirees & Retirees
Turn accumulated wealth into durable income, tax-aware decisions, and lasting confidence.
Professionals & 401(k) Savers
Changing jobs, rolling over a 401(k), or wondering if you’re on track? Get a clear plan built around your benefits and goals.
Executives & Equity Compensation
Navigate stock options, restricted stock units (RSUs), and concentrated positions with a plan built around your equity and your goals.
CLIENT REVIEWS
What Our Clients Say
★★★★★ GOOGLE REVIEW
“I consider Ted and team like family.”
“I have been working with Ted and Inspire for well over 10 years with all my financial needs… They have always been upfront and honest. They make time and make sure we speak at least annually…” — Anthony S. (Reviewer’s 10+ years includes time working with Ted at a prior firm, before Inspire Advisors.)
★★★★★ GOOGLE REVIEW
“A good Christian steward with funds.”
“Ted and co have been an absolute pleasure to do business with. They are very knowledgeable about investing as well as being a good Christian steward with funds… I would highly recommend giving them a call.” — Earnest Tree Service and Landscaping, LLC
5.0 average rating on Google, based on 19 reviews posted from 2020 through October 22, 2026 (as of October 22, 2026). The two reviews shown were posted on Google by current advisory clients of Inspire Advisors. No compensation was provided for either review. Reviews have been shortened where noted (…). Reviews may not be representative of other clients’ experiences and are not a guarantee of future performance or success.
Local Relationships, National Depth
Since 1987
70+ Years
National Team
How we work
A Calm, Clear Process for Consequential Decisions
01
Listen Deeply
02
Design the Plan
03
Steward Over Time
Our team
Guidance That Feels Personal Because It Is
Ted DeLisi
Wealth Advisor · CKA®, AIF®, CEPA®
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Penelope Paugh
Wealth Advisor · ChFC®, CPFA, RICP®, WMCP®
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Matt Conrad
Wealth Advisor
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Christian Campbell
Business Development Manager
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Cara Houston
Director of Operations
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Guidance Built for Complex Decisions and the People They Affect
The Team Behind Your Team
Your local advisors are backed by Inspire Advisors, a national team of investment, research, client service, and compliance professionals supporting your plan.
Insights
Perspective for the choices in front of you.
RETIREMENT
Your year-end retirement savings checklist for 2026
Six things to review before December 31, from 2026 contribution limits to the new Roth catch-up rule.
MEDICARE
Medicare open enrollment: what to review before December 7
Plan changes, drug costs, networks, and how the IRMAA income surcharge works.
FAITH & GIVING
Charitable giving changed in 2026. Here’s what it means for your year-end gifts
New deduction rules and four ways to give, including QCDs and appreciated investments.
Let’s begin
Your Next Decision Deserves a Thoughtful Conversation
Tell us a little about what’s ahead. We’ll follow up to find a time that works for you.