Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Charitable Giving
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Small Business

Awards & recognition

  • Inspired Capital, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Adam Whitesell, Forbes Best-in-State Wealth Advisors, 2021-2024
  • Adam Whitesell, AdvisorHub Fast Growing Advisors to Watch, 2023
  • Adam Whitesell, Five Star Wealth Manager, 2019, 2023
  • Inspired Capital, Ameriprise Client Experience Award, 2020-2023
  • Adam Whitesell, Ameriprise Circle of Success, 2014-2023
  • Ben Graff, Ameriprise Circle of Success, 2014-2023
  • Ben Graff, Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Adam Whitesell, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Adam Whitesell, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022

Community participation

Inspired Capital - Community participation photo
  • The Food Bank of Central & Eastern NC
  • First Tee Triangle
  • Step Up Ministry
  • Pancreatic Cancer Action Network
  • American Cancer Society
  • Alzheimer's Association
  • Women's Giving Network

What our clients are saying

Through detailed planning and investing with Inspired Capital, I was able to retire confident that I will not outlive my financial resources. The advisors who work with me are professional, knowledgeable, and have been instrumental in achieving and maintaining my prosperity. - Jenny Eury, May 2023

Our photos

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