February 1, 2017
Today, Stanford Investment Group (SIG), a premier wealth advisory firm based in Silicon Valley, merges with Aspiriant.
Founded in 1982, the advisors at SIG have been serving a wide range of clients in Northern California’s dynamic hub of global technology for quite some time. The addition of SIG’s 14 employees means Aspiriant has an even larger professional team dedicated to serving affluent clients and offering broad expertise in all services, including tax, compensation plans and 10b5-1 plan strategies.
The benefits of the combination are abundant for clients of both firms — benefits such as:
SIG has been committed to the same model of comprehensive, holistic financial planning and wealth management that we embrace.
“When we met with Aspiriant and did a deeper dive, we realized very quickly that it would be a great fit,” said Helen A. Dietz, who has served as CEO of SIG. She joins Aspiriant as a Principal and Director in Wealth Management. “As part of a larger firm, we can expand our services and capabilities for clients.”
This will be the third independent wealth management firm to join forces with Aspiriant in the last year, bringing the assets managed on behalf of clients to more than $10 billion. The SIG team will continue to operate out of its current office in Mountain View.
Even though we’re bigger, we continue to deliver the customized, personal service that we did when we were a single office with just a few employees. We’re still completely independent, fee only and wholly dedicated to our clients.
“Our teams share the same high standards of professionalism and an intense focus on constantly innovating and improving client service,” Aspiriant CEO Rob Francais said.
CEO: Helen A. Dietz
Business: Independent Registered Investment Advisor serving the unique needs of high net-worth individuals and families. Services include investment management, financial planning, tax management and estate planning.
Assets: $850 million
Offices: Mountain View, CA
CEO: Rob Francais
Business: Independent Registered Investment Advisor serving the unique needs of high net-worth individuals and families. Services include investment management, financial planning and advice, family office, tax management and estate planning.
Assets: $9.5 billion
Offices: Headquartered in Los Angeles, with offices in San Francisco, San Diego, Orange County, Boston, New York, Cincinnati, Milwaukee, and Minneapolis.
Ownership: Aspiriant is 100% owned by employees, which ensures its long-term stability and independence.
Want the latest wealth management tips, investment insights and Aspiriant news delivered straight to your inbox. Sign up for regular Fathom updates so we can send you the most relevant content you selected below.