Founder and Lead Wealth Advisor · Inspire Advisors Lake Norman
Ted DeLisi is the founder and lead wealth advisor of Inspire Advisors Lake Norman in Troutman, North Carolina. He has 38 years of experience in financial services and holds the CEPA®, CKA® and AIF® designations.
Credentials
CEPA®: Certified Exit Planning Advisor, Exit Planning Institute
CKA®: Certified Kingdom Advisor, Kingdom Advisors
AIF®: Accredited Investment Fiduciary, Fi360
How Ted helps clients
Business exit planning for owners preparing to sell or transfer a company
Proactive tax planning coordinated with your CPA, including tax-loss harvesting
Comprehensive wealth management, financial planning and insurance planning
Faith-aligned investing for Christian families and business owners
About Ted
Ted is the founding member of Sovereign Investment Group and has served in the financial services industry for 38 years, providing comprehensive wealth management, financial planning, and insurance planning. He is known for seeing the bigger picture of a person’s financial life while bringing laser-focused insight to the areas that need attention, including proactive tax strategies such as tax-loss harvesting.
As a Certified Exit Planning Advisor (CEPA®), Ted helps small and mid-sized business owners plan successful exits or transitions into their next season of life in the most tax-efficient way possible. He coordinates with each owner’s CPA, attorney and M&A advisor so the sale and the personal plan work together.
Ted is active in his church, serves on the board of Crossroads Care Clinic in Statesville, and is passionate about serving others through faithful stewardship.
Verify Ted’s record
Review Ted’s registration and any disclosures on the SEC Investment Adviser Public Disclosure site (CRD #1708361).
Talk with Ted
Meet in person in Troutman (Lake Norman) or virtually anywhere in the U.S. The first conversation is free. Talk to an advisor or call (704) 508-4949.
Investment advisory services offered through Inspire Advisors, LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Designations are earned from the organizations named; they do not guarantee results. Investing involves risk, including possible loss of principal.
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