Press

The same folks who work for you are featured regularly in the world’s most authoritative financial media. Have a look.

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Family Wealth Report

Aspiriant Crowned Best Multi-Family Office 


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Aspiriant’s focus on scale and aggregation makes it a top-tier RIA consolidator 


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Mentors Help New Planners With Traumatized Clients 


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Aspiriant ranked at #23 on WealthManagement.com’s top 100 Retail RIAs of 2016 


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The Dangers of Concentrated Risk 


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5 Financial Tips for Taking a Career Break to Raise a Family 


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Barron’s Inaugural Top 20 Independent Advisory Firms Ranking 


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Voices: Family-Office Services a Win-Win 


Financial Times Top 300 Advisors

Aspiriant Named to 2016 Financial Times 300 Top RIAs 


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RIAs expect to make some changes to comply with DOL fiduciary rule, with Michael Kossman 


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How to divvy up assets as you head for retirement, featuring Sandi Bragar 


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Is Your Tax Return Audit Bait? featuring Ray Edwards 


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Silicon Valley: How the Newly Rich Look at Wealth with Lorraine Fox 


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Wealth Adviser Daily Briefing 


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Aspiriant Adds Los Angeles Wealth Management Firm 


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Aspiriant Adds $360 Million RIA in Los Angeles 


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Investment management firm Aspiriant buys Glowacki Group 


Aspiriant Enters Agreement with The Glowacki Group 


Aspiriant and Hokanson Associates Join Forces 


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Fed bond bubble: Still look like scariest market to you? featuring John Collins 


World’s Richest People Lose $182 Billion in Market Rout featuring John Collins 


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Money Fix: Retirement tips for younger single people featuring Lisa Colletti 


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What China’s Volatility Means for U.S. Investors featuring Dave Grecsek 


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Collaborating for Success featuring Rob Francais 


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With Stocks Up and Rates Down, Investors Need More Than Stocks and Bonds featuring John Petrie 


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Uncertainty Puts Values Front and Center In Money Decisions featuring Bradley Weber 


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Money Tips For the Newly Married featuring Sandi Bragar 


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Voices: Bret Magpiong, on Clients Who Want to Retire Early 


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4 Mistakes People Make With Stock Options featuring Sandi Bragar 


The Detroit News

Same-sex Marriage May Wed Some To a New Tax Bracket 


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Late Billionaire’s Net Worth Likely to Stay Unknown featuring Marc Primiani 


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Barron’s 2015 Top Women Financial Advisors featuring Nikki Michelini 


The New York Times

Millionaires Who Are Frugal When They Don’t Have to Be featuring Sandi Bragar 


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What’s in a name? featuring Bret Magpiong 


Financial Planning

5 Tips for Backdoor Roth Conversions featuring Ray Edwards 


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Envestnet acquires Finance Logix featuring Michael Kossman 


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Managing Clients’ Newfound Wealth featuring Lorraine Fox 


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Aspiriant Expands Presence in Southern California with Opening of Orange County Location 


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TDFs May Give Clients a False Sense of Security featuring Karen Blodgett 


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Aspiriant’s CEO: Give others the space to make mistakes featuring Rob Francais 


MoneyLife “The Big Interview” featuring John Collins 


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Tax-Smart Ways to Transfer Wealth featuring Lisa Colletti 


san francisco business times most influential women in bay area business features Sandi Bragar

Golf secrets from Bay Area women executives featuring Karen Blodgett 


Aspiriant Wins Women in Wealth Management Award from Family Wealth Report Awards 2015 IMAGE

2015 Winner | Woman in Wealth Management | Family Wealth Report Awards 


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Faith Falters in S&P 500 as $17 Billion Outflow Precedes Selloff featuring Dave Grecsek 


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March comes in like a Wall Street lion featuring Dave Grecsek 


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Abacus Wealth Partners and Aspiriant Join Forces for Big ‘Impact’ 


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When to go ‘robo’ in retirement featuring Lisa Colletti 


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Obama’s fiduciary rule address “must be followed by strong action” featuring Sandi Bragar 


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Two Aspiriant Principals Named to Barron’s 2015 Top Advisors by State featuring Mike Fitzhugh (CA) and John Petrie (WI) 


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Aspiriant named best multi-family office, client service at 2015 PAM Awards 


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Can These Robots Make You Rich? featuring Lorraine Fox 


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Trading stock in private startups finally comes of age featuring Lorraine Fox 


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2015 forecast: Advisors counsel more of the same featuring David Grecsek 


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2015 could be biggest year ever for tech IPOs featuring Lorraine Fox 


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Fee Compression Forces RIAs and Family Offices to Adapt featuring Rob Francais 


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Higher taxes loom for fund investors featuring Brad Weber 


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Are We In A Startup Bubble? featuring Lorraine Fox 


Financial Times FT 100 Top 100 Women Financial Advisers

Financial Times Top 100 Women Financial Advisors featuring Nikki Michelini and Karen Blodgett 


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The top-performing sectors of the US stock market featuring David Grecsek 


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Should A Senior Client Hold A Mortgage featuring Paul Nikolai 


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You can now apply for big college donations (and tax breaks) featuring Ray Edwards 


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S&P 500 Rising at Five Times GDP Shows Recovery Priced In featuring John Allen 


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How to profit from stock sell-off featuring John Allen 


FAMag

What If Your Client Doesn’t Need The RMD? featuring Lisa Colletti 


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Big brokerages stick with Pimco featuring David Grecsek 


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Without Gross, is Pimco Total Return worth owning? featuring David Grecsek 


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Voices: Lorraine Fox, on the Young & Wealthy Who Gift to Their Parents 


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Invasion of the robo-advisors: Don’t be afraid featuring Cammie Doder 


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Preventing Affluenza: When and How To Tell Your Children about Family Wealth featuring Lisa Colletti 


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Schorsch REIT board member recommends 30% alts exposure for retirees featuring Jason Kiss 


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Bringing Up (Your Client’s Brand-New) Baby featuring Lisa Colletti 


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Barron’s Top 100 Independent Wealth Advisors for 2014 featuring Rob Francais and Sandi Bragar 


Financial Planning

Big Buyout Heats Up Market for High-End RIAs featuring Rob Francais 


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Invest in Others Charitable Foundation Honorable Mention featuring Paul Nikolai 


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More ways parents can help adult children buy homes featuring Brett Gookin 


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How Mom and Dad can help first-time home buyers featuring Brett Gookin 


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Aspiriant named to Financial Times FT 300 Top Advisers List 


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InvestmentNews 40 under 40 featuring Jennifer Kenning 


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What Jobless Teens Could Be Doing This Summer featuring Brad Weber 


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Barron’s 2014 Top 100 Women Financial Advisors featuring Nikki Michelini 


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Advice Firms Find Residency Programs a Staffing Boon featuring Sandi Bragar 


Financial Planning

Aspiriant Targets Silicon Valley Wealth With New Hire | Lorraine Fox 


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Lorraine Fox Joins Aspiriant as Director of Wealth Management 


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15 fastest-growing fee-only RIAs featuring Aspiriant 


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Aspiriant Announces New Chief Investment Officer | John Allen 


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How to get more money from Social Security featuring Lisa Colletti 


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When money has impact featuring Jennifer Kenning 


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3 funds help provide a route to balance global investments featuring John Petrie 


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Tapping 401(k) is unwise because of tax bite featuring Bradley Weber 


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Movers & Shakers: Marin woman selected as one of Bay Area’s ‘Most Influential Women in Business’ featuring Sandi Bragar 


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Ignore Russia and invest in emerging markets, Cincinnati investment pro says featuring Paul Nikolai 


san francisco business times most influential women in bay area business features Sandi Bragar

The Most Influential Women in Bay Area Business featuring Sandi Bragar 


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Early IRA Distributions Solve a Shortfall featuring Sandi Bragar 


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Dangers of Giving Your Home to Your Children featuring John Collins 


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Why impact investment could soon be a trillion-dollar industry featuring Jennifer Kenning 


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Does Your Website Look Great on a Smartphone? featuring Cammie Doder 


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Puerto Rico Is Outlier for Wealthy Fleeing Tax Hit: Muni Credit featuring David Grecsek 


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America’s Top 1,200 Financial Advisors featuring Mike Fitzhugh 


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The next generation of investors seeks purpose alongside profit featuring Aspiriant 


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[VIDEO] Rob Francais featured at Private Wealth Roundtable on Philanthropy 


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5 top tax-advantaged investments for 2014 featuring David Grecsek 


ThinkAdvisor - Lisa Colletti

Tapping the Potential of Client Experience featuring Lisa Colletti 


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Outlook on 2014: Soaring stocks, government gridlock worry wonks featuring David Grecsek 


RIA-Biz

Once Again, Succession is the Top Issue
featuring Rob Francais 


Financial Planning

Growth Tips From Top Financial Advisors featuring Michael Kossman 


The New York Times

Peter Lynch Once Managed Money. Now He Gives It Away. featuring Jennifer Kenning 


ThinkAdvisor - Lisa Colletti

RIA’s New Site Aims to Lure Ultra-Affluent With Warmth, White Space featuring Cammie Doder 


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Ten Things a Fund Prospectus Won’t Tell You featuring David Grecsek 


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The Legacy Factor featuring Rob Francais 


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LPs gripe at VCs over attribution featuring Brian Bank 


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A guide to power of attorney for your parents featuring Sandi Bragar 


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Plan Before You Get Divorced featuring Lisa Colletti 


FAMag

Gimme Shelter featuring Clay Stevens 


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Barron’s Top 100 Independent Financial Advisors 


Financial Planning

Sharing the Load 


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Law: Wealth of concerns 


ThinkAdvisor - Lisa Colletti

10 Wealth Planning Tips for a Post-DOMA World: Aspiriant 


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Unwrapping Minnesota’s gift tax 


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A Portfolio That’s as Simple as One, Two, Three 


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Minnesota Gift Tax Kicks in Monday 


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Adviser Profile: Paul Nikolai of Aspiriant 


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15 transformational advisers 


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15 transformational advisers: Tim Kochis 


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The skinny on RIAs 


RIA-Biz

Family offices are facing frustration as “prima donna” sales stars prove to be in short supply to handle like clients 


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U.S. Stocks Rise as Bullard Says Stimulus Should Continue 


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Why we’re not in a 1990s-style stock market bubble 


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The Top 50 Wealth Managers 


FAMag

Governments Turn Tough On Tax Tricks 


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Tips For Paying Less For Tax Preparation 


Financial Planning

9 Tips for Great Client Events 


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Rising Stars in the wealth management and family office industry 


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Tax Changes to Know Before You File [VIDEO] 


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Hires and Promotions in Movers and Shakers 


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Should You Co-Own A Home With Your Adult Child? 


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Adviser Targets Accounting Firm Partners 


FAMag

More Popular Than Ever 


RIA-Biz

Aspiriant sets the stage for its next big buy — and only RIAs with more than $1 billion in assets need apply 


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Hires and Promotions in Movers & Shakers featuring Kacy Gott 


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Top 100 Indy Advisors 2012, Rob Francais and Sandi Bragar make the list! 


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Is It Time to Buy a Hedge Fund? 


RIA-Biz

Why Deloitte Touche Talent is Such a Coveted Building Block at Some Esteemed RIAs featuring Rob Francais 


bloomberg

How to Play a Real Estate Recovery 


FAMag

Aspiriant makes TOP 20 in FA Magazine’s 2012 RIA Ranking! 


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Zuckerberg’s Loan Gives New Meaning to the 1% featuring Sandi Bragar 


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How to Boost Social Security Checks featuring Lisa Colletti 


RIA-Biz

Schwab makes a big move to keep 3,500 desktop-bound RIAs from jumping onto somebody else’s cloud featuring Michael Kossman 


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Your Practice: Quick way advisers can boost referrals featuring Sandi Bragar 


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Hires and Promotions in Movers & Shakers featuring Sandi Bragar 


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Facebook Defending $38 IPO [VIDEO] 


RIA-Biz

Tim Kochis retires, months earlier than scheduled, but also years later than planned featuring Tim Kochis and Michael Kossman 


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How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms featuring Sandi Bragar 


FAMag

On the Move featuring Sandi Bragar 


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Movers & Shakers: Wealth Manager Taps Mill Valley Resident, Sandi Bragar 


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Your Money: Helping Your Kids Buy A House featuring Sandi Bragar 


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Animated Introduction to Aspiriant – Achieve more. [VIDEO] 


RIA-Biz

How a swath of billion-dollar-plus RIAs are posing a threat to indie advisors 


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Aspiriant Wins Top Award As Best Private Wealth Manager for Client Service [PRESS RELEASE] 


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The Asian Market: Q&A with Aspiriant Co-Founder Tim Kochis 


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Wealthy Investors Shrug at Facebook IPO 


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Advice to new Facebook millionaires: take a breath featuring Sandi Bragar 


The New York Times

For Bond Investors, a Year to Tread Carefully 


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When Kids Earn More Than Their Parents featuring Kacy Gott 


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Resolve to improve finances, career in year ahead featuring Sandi Bragar 


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Year End Tax Cutting Tips featuring Clay Stevens 


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Steve Jobs’ Heirs Have Reason to Sell Apple and Disney featuring Kacy Gott 


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Alabama County Files Biggest Municipal Bankruptcy 


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Liquidity Events Expected to Stimulate San Francisco Wealth Market 


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Practical Guidelines for Managing Portfolios (and Clients) Through Volatile Investment Markets by Tim Kochis 


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Searching for Yield? Try MLPs without Commodity Price Exposure 


The New York Times

Muni Bonds Are Stars for Now 


RIA-Biz

How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors 


san francisco business times most influential women in bay area business features Sandi Bragar

Business is Good for San Francisco Broker to the Rich featuring Mike Fitzhugh 


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Undoing a Roth IRA Conversion featuring Sandi Bragar 


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BARRON’S Top 100 Independent Advisors 2011, CEO, Rob Francais (#18!) and COO, Tom Tracy (#23!) rank in the top tier! 


FAMag

Financial Advisors Should Avoid Bogus Awards featuring Cammie Doder 


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Wealth Managers: Summer Swoon Not a Rerun of ’08 featuring Rob Francais 


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Recession fears spook market, advisers 


FAMag

Natural Selection 


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The 100 Top Wealth Managers of 2011 


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Wealth Manager – What’s a title worth? Millions, maybe featuring Tim Kochis 


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Commercial Real Estate – an Inflation Hedge? by Tim Kochis 


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New Rankings: New York, Houston Shine as Wealth Management Hot Spots 


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The 10 Most Powerful People in San Francisco featuring Linda Fitz 


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Rob Francais pictured at the Barron’s Independent Advisors Summit 2011, click to view. 


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COVER STORY: Finding Success in Succession Planning featuring Rob Francais 


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Linda J. Fitz named one of The Top 50 Women in Wealth 


FAMag

Editor’s Note: Eye-Popping Growth featuring Tim Kochis 


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To Bypass or Not Bypass, That is the Question: Using a Formula General Power of Appointment Clause to Address New Estate Planning Uncertainties by Clay Stevens 


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The New Due Diligence 


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Wealth Management Business Booming, but Pricing Practices Questioned featuring Tim Kochis 


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Beverly Hills Lures Wealth Investors Seeking Trophy Apartments 


san francisco business times most influential women in bay area business features Sandi Bragar

Linda Fitz honored on the SFBT Top Most Influential Women in Business List in the Forever Influential category 


The New York Times

Tax Savvy: Strategies to Lower Your Bill 


FAMag

CFP Board Names New Education Chair – Guess what!? It’s Aspiriant’s own Chief Planning Officer, Kacy Gott 


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Do-It-Yourself advisors Launch Alternative Funds 


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Wealth Managers Refine Niche Marketing Techniques featuring Tim Kochis 


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Municipal Bonds – An Unusual Investment Opportunity by Tim Kochis 


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[Podcast] The New Bull Run, Profiting From Volatility, “The New Experts” Guests include Jason Thomas, chief investment officer at Aspiriant, Rob Steele, president of Bishop Asset Management and Robert Bloom, author of “The New Experts” 


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Time to buy Japan stocks? 


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Another RIA Launches National Push Via Acquisition 


The New York Times

Go Play Golf, but Monitor Your Portfolios Too 


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Multiple Choice; Advisors have many options for creating liquidity and funding growth 


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Clients take volatility in stride and remain calm, say advisers featuring Rob Francais 


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Reported probe of munis stirs worry about outflows 


bloomberg

Year-End Muni Bond Flood Creates Buying Opportunity for the Wealthy 


RIA-Biz

A tide of Roth conversions sweeps through the advisory business featuring Kacy Gott 


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Many jobs are gone forever: What now? 


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Paying down mortgage usually not financially wise feat. Sandi Bragar 


san francisco business times most influential women in bay area business features Sandi Bragar

Last of Big Four accounting firms sheds wealth management 


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Revenue Rebounds featuring Rob Francais 


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Aspiriant Finalizes Acquisition of Deloitte Investment Advisors 


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Aspiriant Closes Deloitte Deal, Seeks National Presence 


Financial Planning

What’s up next for planners? 


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Top 100 Independent Financial Advisors – Rob Francais and Tom Tracy 


The New York Times

Rethinking Investments After a Flight to Security 


san francisco business times most influential women in bay area business features Sandi Bragar

Accounting firms and wealth managers have split up featuring Rob Francais 


investment news logo

The RIA Giants 


san francisco business times most influential women in bay area business features Sandi Bragar

Aspiriant to buy Deloitte’s wealth management unit 


investment news logo

Aspiriant to buy Deloitte Investment Advisors, form $7B Wealth Manager featuring Rob Francais 


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Aspiriant to Acquire Deloitte Investment Advisors form Deloitte Tax LLP 


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Using a Personal Residence DGT by Clay Stevens 


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Save Thousands on Insurance featuring Mike Fitzhugh 


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Managing CEO’s Affirmative Defense – Selling Compnay Stock Through a 10b5-1 Plan by Mike Fitzhugh and Linda J. Fitz 


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Don’t Give Up on Europe 


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The RIA Giants – Top Fee Only Firms