Lake Norman wealth management
Guidance built for complex decisions — and the people they affect.
CFP®
CEPA®
ChFC®
CKA®
AIF®
Who we serve
Advice designed around the decisions that define your next chapter.
Featured focus
Business Owners / Exit Planning
Bring your business and personal wealth into one coordinated plan — from liquidity strategies to the life you want after the deal.
Pre-retirees & Retirees ($1M+)
Turn accumulated wealth into durable income, tax-aware decisions, and lasting confidence.
Faith-Driven Families
Invest and give with conviction, in a plan that respects both your values and your responsibilities.
Local relationships. National depth.
1 team
National investment team behind every plan
100%
Fiduciary commitment, always
Values-led
Faith-aligned perspective when it matters
How we work
A calm, clear process for consequential decisions.
01
Listen deeply
We begin with your story, priorities, family, and the decisions already ahead.
02
Design the plan
We coordinate investments, taxes, risk, business, and legacy into one working strategy.
03
Steward over time
We stay close, revisit the plan, and help you act with clarity through every season.
Our team
Guidance that feels personal because it is.
Ted DeLisi
Wealth Advisor · CKA®, AIF®, CEPA®
Penelope Paugh
Wealth Advisor · ChFC®, CPFA, RICP®, WMCP®
Matt Conrad
Wealth Advisor
Christian Campbell
Business Development Manager
Cara Houston
Director of Operations
Backed by Inspire Advisors’ national investment, client service, and compliance teams.
Insights
Perspective for the choices in front of you.
Exit planning
The questions to ask before your exit timeline gets real
A practical way to get your business, family, and next chapter moving in the same direction.
Retirement
What “enough” looks like in retirement
A more grounded framework for thinking about spending, giving, and the years ahead.
Faith & wealth
Building a portfolio that reflects your convictions
How values-informed investing can sit alongside thoughtful, disciplined stewardship.
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.
Inspire Advisors Lake Norman
Troutman, North Carolina
Inspire Advisors Lake Norman provides investment advisory services through Inspire Advisors, LLC. Information provided is for educational purposes and is not individualized investment advice. Investing involves risk, including possible loss of principal.
© 2026 Inspire Advisors Lake Norman. All rights reserved.
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