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Inside Aspiriant
Aspiriant Partners Rise as Next-Gen Advisors
Aspiriant advisors Ryan Benson and Ryan Nelson climb the ranks among the country’s top 500 wealth advisors under 40, according to Forbes.More
Inside Aspiriant
Aspiriant CEO Receives Industry Recognition
WealthManagement.com, a leading trade publication, has selected Rob Francais as a finalist for Chief Executive Officer of the Year for his leadership of our firm…More
Inside Aspiriant
4 New Partners Embrace Aspiriant Spirit
Aspiriant’s newest partners embody a spirit of sustainability to serve our clients and lead the company into the future. Meet the Class of 2021.More
Inside Aspiriant
5 Aspiriant Women Make Forbes List
Aspiriant wealth managers are always ready to help our clients through the challenges in their lives. And after a year like no other, Forbes said…More
Inside Aspiriant
Forbes Names 10 Aspiriant Advisors Best-in-State
This year, Forbes recognized a record number of 10 Aspiriant partners for the exceptional financial guidance we provide clients around the country. See who made…More
Inside Aspiriant
Aspiriant Connects With Our Communities
The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our…More
Inside Aspiriant
Aspiriant Among Barron’s Best RIAs in 2020
Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances.More
Inside Aspiriant
Aspiriant CEO Featured on Podcast
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The…More
Inside Aspiriant
Forbes Recognizes Aspiriant’s Next-Gen Partners
Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has…More
Inside Aspiriant
Aspiriant’s Story: A New Class of Wealth Management Firm
Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth…More
Inside Aspiriant
Aspiriant Women Win Family Wealth Report Award
Aspiriant takes top honor for Women in Wealth Management at the Family Wealth Report Awards 2020.More
Inside Aspiriant
John Petrie Joins Forbes Best-in-State List
Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area.More
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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
