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.

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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.

The Client Experience

We built our firm to be very different from most others. Instead of worried, we hope you'll feel...

Loved.

You’re surrounded by talented, loyal, passionate team members. That includes the owners of the firm.

Richer.

It’s nice to have a wealth management firm with accounting roots. A tax-conscious strategy is a beautiful thing.

Far-sighted.

Our ownership model creates sustainability. You can plan with confidence far into the future for multiple generations.

Brainy.

Our investment acumen becomes your investment acumen. Our experienced and credentialed brains craft your investment strategy.

Powerful.

Your financial plan is meticulous and thoughtful. Every decision moves you closer to realizing your grand vision.

You deserve a process that is robust and puts you in charge of your financial destiny.

Financial Planning

We engage you in what we hope is a thought-provoking process to help discover your financial goals and dreams, and create a financial plan to bring them to life with clarity and peace of mind.

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Investment Management

We work to create an investment strategy that aligns tightly with the goals defined in your financial plan. We hope our globally diversified, value-oriented investment approach results in a feeling of calm and steadiness and helps meet your long-term financial goals.

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Ongoing Execution

Day to day, we immerse ourselves in the nitty-gritty execution required to keep your goals and financial plan in tandem with your continuously evolving life. This can include ongoing counsel, discipline, accountability and communication through all of life’s transitions.

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Our Exceptional People

Our team is one of the keys to a more personalized wealth management experience.

Our people love what they do in our friendly yet intellectually charged environment. As if they needed more incentive, approximately 1/3 of our team members have an ownership stake in the business.

Meet our team