Jonathan Broadbent hosts a frank conversation on Unwoke Academy with Matt and Drew from Inspire Advisors about steering money in a woke world. The episode, featured on OBBM Network TV, covers values-driven planning, an unwoke investment screen, proxy voting as a muscle for conservative investors, and Inspire’s legal and governance fights, including actions tied to Target and critiques of Glass Lewis. This piece walks through how those tools fit together for people who want returns and integrity.

Personal finance feels complicated because the systems and incentives were never designed with conservative values in mind, and Jonathan Broadbent makes that plain. Some people will always manage their own accounts, but most want a guide who shares their principles. Bringing Matt and Drew into the conversation helps explain what a values-first adviser actually looks like in practice.

Inspire Advisors lays out a full planning map that goes beyond picking stocks: retirement, education, tax and estate planning are all core pieces. That kind of completeness matters when you’re protecting a family legacy and insisting on disciplined stewardship. Drew frames their philosophy bluntly: “doing everything for the glory of God.”

Their investing process uses what they call an unwoke screening method to keep client portfolios away from companies and funds that promote agendas contrary to conservative values. It’s not just about avoidance; it’s about active direction of capital toward businesses aligned with free-market norms and traditional principles. That approach also shapes how they vote and engage as shareholders.

Matt details a new service to vote client proxies directly, shifting power away from anonymous institutional defaults toward intentional conservative voting. “We’re doing it all in the unwoke fashion,” he says, and they mean it—this is a deliberate effort to restore checks on corporate management. For clients who care about both returns and corporate behavior, proxy voting becomes a strategic lever, not an afterthought.

Inspire’s structure gives them operational freedom while tapping into larger platforms when it makes sense; they can use major funds like Schwab and Fidelity if those vehicles best serve a client’s goals. That flexibility prevents ideological box-checking from limiting financial outcomes. The back-office model is designed to keep choices open, not to impose a one-size-fits-all portfolio.

They also take action when companies stray from fiduciary responsibilities, filing resolutions and, where necessary, lawsuits to hold boards accountable. Drew mentions efforts tied to Target as an example of pushing for accountability when corporate actions hurt shareholder value. That willingness to litigate is part of a broader strategy to align company conduct with investor interests.

Part of the problem is that most individual investors never meaningfully engage with proxy ballots, and proxy advisory firms like Glass Lewis often carry outsized influence by default. Inspire sees a vacuum there and steps in to cast votes that reflect their clients’ values instead of leaving critical decisions to passive institutions. That intervention can change the calculus at the boardroom table.

CEO pay packages skew heavily toward stock-based compensation, so shifts in shareholder voting and sentiment can ripple through corporate incentives. When shareholders push for different priorities, executives notice because their own wealth depends on stock performance. Inspire’s point is simple: governance matters because it changes behavior tied directly to company value.

For conservative investors, aligning investments with moral convictions isn’t a luxury; it’s a form of risk management and legacy protection. Advisors who combine fiduciary rigor with cultural clarity offer a way to keep both profit and principle intact. That combination is what Matt and Drew argue separates their model from large, ideologically indifferent firms.

Practical next steps are straightforward: choose advisers who will actively represent your values, ask how they vote proxies, and demand transparency about any legal or governance actions they take on your behalf. Being intentional is the remedy for complacent investing and default institutional outcomes. If you want capital that reflects conservative priorities, the mechanics—screens, proxy votes, resolutions—matter as much as the portfolio itself.

Watch Unwoke Academy on OBBM Network TV.