Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

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, Ameriprise Client Experience Award, 2020, 2021
  • Adam Whitesell, Ultimate Digital Excellence Award, 2021
  • Adam Whitesell, Forbes Best-in-State Wealth Advisors, 2021
  • Adam Whitesell, Ameriprise Circle of Success, 2014-2021, 2012, 2010
  • Ben Graff, Ameriprise Circle of Success, 2014-2021
  • Adam Whitesell, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Adam Whitesell, Forbes Top Next-Generation Wealth Advisors, 2018
  • Adam Whitesell, Five Star Wealth Manager, 2019

Community participation

Inspired Capital - Community participation photo
  • The Food Bank of Central & Eastern NC
  • Inter-Faith Food Shuttle
  • Step Up Ministry
  • Pancreatic Cancer Action Network
  • American Cancer Society