Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

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
  • Adam Whitesell, Forbes Best-in-State Wealth Advisors, 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
  • Adam Whitesell, Ameriprise Circle of Success, 2014-2020, 2012, 2010
  • Ben Graff, Ameriprise Circle of Success, 2014-2020

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