Inside AspiriantJune 21, 2021

Aspiriant CEO Receives Recognition

By Aspiriant News
Leading Independent Wealth Management Firm

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 and contributions to the success of the financial advisory industry. more >
Inside AspiriantSeptember 13, 2021

In the News: Inflation, Philanthropy, More

By Aspiriant News
Leading Independent Wealth Management Firm

Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people manage their investments during a divorce. more >
Inside AspiriantApril 23, 2021
5 Aspiriant Women Make Forbes Top Women Wealth Advisors List

5 Aspiriant Women Make Forbes List

By Aspiriant News
Leading Independent Wealth Management Firm

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 five women in our firm stood out among the advisory crowd. more >
Inside AspiriantDecember 11, 2020
Aspiriant Day of Giving 2020

Connecting With Communities

By Aspiriant News
Leading Independent Wealth Management Firm

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 annual Day of Giving. Read some of their stories. more >
Inside AspiriantSeptember 29, 2020
Barron's Podcast - Aspiriant CEO

Aspiriant CEO Featured on Podcast

By Aspiriant News
Leading Independent Wealth Management Firm

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 Way Forward podcast. more >
Inside AspiriantJuly 2, 2020
Aspiriant Wealth Management

Aspiriant's Story

By Rob Francais
Chief Executive Officer, Partner

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 strategy that can provide clarity and peace of mind to clients for generations. more >
Inside AspiriantMay 21, 2020
Aspiriant Wealth Management

Aspiriant Names 4 Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s newest partners bring a wide range of experience to serve our clients and lead the company into the future. Meet the Class of 2020. more >
Inside AspiriantJanuary 31, 2020

John Petrie Joins Forbes List

By Aspiriant News
Leading Independent Wealth Management Firm

Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area. more >
Inside AspiriantDecember 16, 2019
Mark Petrie

Meet Mark Petrie

By Aspiriant News
Leading Independent Wealth Management Firm

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >
Inside AspiriantOctober 31, 2019
Aspiriant CEO Rob Francais

Meet Rob Francais

By Aspiriant News
Leading Independent Wealth Management Firm

Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent wealth management firms for affluent people in the country. more >
Inside AspiriantSeptember 18, 2019
Aspiriant Day of Giving 2019-LA

Aspiriant Spreads Goodwill in Our Cities

By Aspiriant News
Leading Independent Wealth Management Firm

Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11 offices spent their Day of Giving. more >
Inside AspiriantAugust 22, 2019
Aspiriant Awards

Aspiriant Partners on Forbes Next-Gen List

By Aspiriant News
Leading Independent Wealth Management Firm

Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors under 40 for the third year in a row. more >
Inside AspiriantMay 28, 2019

Engineer Yourself to Not Get Hacked

By Tom Tracy
Chief Client Officer, Partner

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >
Inside AspiriantMay 21, 2019

Aspiriant CEO Makes LA500 List

By Aspiriant News
Leading Independent Wealth Management Firm

For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and visionaries. more >
Inside AspiriantMay 17, 2019

Aspiriant Adds 3 New Partners

By Aspiriant News
Leading Independent Wealth Management Firm

The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn about the Class of 2019. more >
Inside AspiriantMay 6, 2019
Ryan T. Nelson, Manager in Investment Advisory, Partner

Meet Ryan Nelson

By Aspiriant News
Leading Independent Wealth Management Firm

Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >
Inside AspiriantDecember 14, 2018
Kelly Cruz's holiday home

Celebrating the Holidays

By Aspiriant News
Leading Independent Wealth Management Firm

The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year. more >
Inside AspiriantAugust 31, 2018

5 Wealth Managers Become Partners

By Aspiriant News
Leading Independent Wealth Management Firm

As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of the company. Read their financial tips. more >
Inside AspiriantJuly 31, 2018
Aspiriant CEO Rob Francais

Aspiriant CEO Named a Top Angeleno

By Aspiriant News
Leading Independent Wealth Management Firm

Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries. more >
Inside AspiriantJune 20, 2018
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

By Matthew Sharp
Senior Associate in Wealth Management

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >
Inside AspiriantMarch 20, 2018
Paul Nikolai, director in investment advisory, principal

Meet Paul Nikolai

By Aspiriant News
Leading Independent Wealth Management Firm

Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is to make sure that clients come first and how he goes about bringing it to life. more >
Inside AspiriantJanuary 12, 2018

Aspiriant in the News: December

By Aspiriant News
Leading Independent Wealth Management Firm

Silicon Valley’s Helen A. Dietz was recognized as an executive who “made a mark in 2017,” while John Petrie in Milwaukee offered financial fitness advice for the New Year. more >
Inside AspiriantMay 12, 2017

Meet David Muchow

By Aspiriant News
Leading Independent Wealth Management Firm

Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and stay on course to meeting their goals. more >
Inside AspiriantApril 28, 2017
Linda Fitz

Leaving a Legacy

By Linda Fitz
Founding Partner of Aspiriant

After a successful career as a wealth manager and guiding light at Aspiriant, Linda will soon retire and spend more time giving back to her community. Read about the steps she took to achieve her retirement and philanthropic goals. more >
Inside AspiriantApril 3, 2017
Linda Kitchens | Director in Wealth Management at Aspiriant

Meet Linda Kitchens

By Aspiriant News
Leading Independent Wealth Management Firm

Sound financial management doesn’t have to be a mystery if you start early. Linda Kitchens shares how she educates young people about money. more >
Inside AspiriantNovember 7, 2016
Lorraine Fox

Meet Lorraine Fox

By Aspiriant News
Leading Independent Wealth Management Firm

Bringing an acute understanding of the needs of both upstart and successful tech entrepreneurs and venture capitalists, Lorraine Fox shares how she brings her rich experiences together for the benefit of clients. more >
Inside AspiriantOctober 7, 2016
Nikki Michelini

Meet Nikki Michelini

By Aspiriant News
Leading Independent Wealth Management Firm

Nikki Michelini's success has earned her accolades from Barron’s and Financial Times, which both named her one of the top women in wealth management. more >
Inside AspiriantSeptember 30, 2016

Giving vs. Doing: Aspiriant Does Both

By Aspiriant News
Leading Independent Wealth Management Firm

Picking corn, stuffing backpacks and cleaning beaches — These are some of the ways Aspiriant’s employees gave with their hands and time across the nation as part of the company’s Day of Giving.     more >