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Inside Aspiriant
Aspiriant Honored in Forbes 2025 Best-in-State Top Advisor Ranking
Aspiriant recognized in the Forbes 2025 Best-in-State Wealth Advisors ranking for experience, service, and integrity.
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Inside Aspiriant
8 Partners Named as Forbes’ 2025 Top Women Wealth Advisors
Eight Aspiriant partners named to Forbes’ 2025 Top Women Wealth Advisors! A prestigious honor recognizing excellence in wealth management.More
Inside Aspiriant
Celebrating “Money Tales”: Inspiring Financial Conversations
We don't like to talk about money—but we should. Our podcast sparks candid conversations through stories of life, relationships and finances.More
Inside Aspiriant
Aspiriant Recognized by Forbes & Barron’s for Top Wealth Management & Financial Advisors in 2024
Aspiriant earns top recognition from Forbes and Barron’s in 2024, with two of our wealth managers also receiving distinguished awards.More
Inside Aspiriant
Rob Francais Named 2024 CEO of the Year Finalist by WealthManagement.com
Rob Francais was a finalist for WealthManagement.com's 2024 CEO of the Year, a testament to the client-centered culture he has fostered. More
Inside Aspiriant
Celebrating Aspiriant’s New Partner Class of 2024
Meet Aspiriant's new partners, embodying our core values and dedication to client-centered wealth management.More
Inside Aspiriant
12 Aspiriant Partners: Best Wealth Advisors on Forbes’ 2024 List
Discover why our 12 Aspiriant partners located across the U.S. stand out as Forbes’ Best Wealth Advisors of 2024. More
Inside Aspiriant
Meet Our 5 Forbes Top Women Wealth Advisors for 2024
Today, we proudly celebrate five exceptional women acknowledged on Forbes' 2024 Top Women Wealth Advisors Best-In-State list.More
Inside Aspiriant
2023 Recap: Notable Aspiriant TV Appearances and Interviews
Dive into Aspiriant’s standout media moments from 2023. Anticipate more insightful updates and news in the coming year.More
Inside Aspiriant
2023 Recap: Honored to be a Top Rated Independent Wealth Management Firm
Join us in celebrating our 2023 achievements as a top-rated independent wealth management firm. Proud to be Best Private Wealth Manager!More
Inside Aspiriant
Aspiriant Honored as Top Rated Wealth Management Firm by Barron’s and Forbes
Aspiriant achieves top honors in wealth management, securing coveted spots on Barron’s and Forbes prestigious 2023 lists.More
Inside Aspiriant
Aspiriant Named Finalist in the 2023 Weathmanagement.com Industry Awards
Aspiriant executives named finalists in 2023 Wealthmanagement.com awards for CEO and CMO of the Year.More
Inside Aspiriant
Two New Leaders Join the Aspiriant Family
Aspiriant is excited to welcome two key leaders whose expertise strengthen the team and expand our ability to service clients in the SoutheastMore
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
