Some wealth management firms go back 150 years. We’re designed to go 150 years forward.

We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. We empower our clients to live their dreams and create their legacy.

As Featured in

The Wall Street Journal

Watch: Meet Aspiriant

Breaking the Wealth Management Mold

We’re building Aspiriant methodically, in pursuit of a special vision. We’re pacing ourselves deliberately, using the same exacting rigor and foresight and creativity we apply for each of our clients.


Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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Why Aspiriant?

Built for excellence, independence and the long haul

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