Cincinnati Wealth Management

Meet Our Wealth Management Team in Cincinnati

At Aspiriant, we do wealth management differently. We attract the most talented people in the industry, and in addition to being intellectually curious, our wealth managers thrive on maintaining loyal relationships that last generations.

Aspiriant is proud to have a foothold in the Midwest, including an office filled with passionate, smart, and driven wealth managers based in Cincinnati. The team is comprised of three partners and directors in wealth management; one partner and director in investment operations; and our managing director of compliance & records management. Together, they make an inspiring team that serves high-net-worth individuals and families throughout the metropolitan and suburban Cincinnati areas and throughout Ohio and other midwestern states.

Aspiriant’s Cincinnati team of investment advisors and wealth managers thrives on solving problems for our clients with creative and innovative solutions. In addition to comprehensive wealth management, financial planning, and investment management, Aspiriant’s Cincinnati team specializes in retirement planning.

Outside of working with clients, our Cincinnati team members contribute their thought leadership and expertise to both local and industry publications, including The Cincinnati Business Courier.

And that passion and loyalty we mentioned earlier? It also extends to the Cincinnati community. As part of Aspiriant’s annual Day of Giving initiative, our Cincinnati wealth managers proudly volunteer at local organizations like The Turner Farms Price Hill Community Garden, the Jewish Family Food Pantry, Matthew 25: Ministries, and Habitat for Humanity.

Start a Dialogue with our Cincinnati wealth managers.