Meet Rob Francais

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 >
Linda Kitchens, Director in Wealth Management, Partner

Linda Kitchens Is Breaking Barriers

Aspiriant’s Linda Kitchens has been recognized by a couple of business organizations this year for her ground-breaking leadership for women in wealth management. more >
Aspiriant Day of Giving 2019-LA

Aspiriant Spreads Goodwill in Our Cities

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 >
Forbes Next-Gen List

Aspiriant Partners on Forbes Next-Gen List

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 >

Engineer Yourself to Not Get Hacked

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 >

Aspiriant CEO Makes LA500 List

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 >

Aspiriant Adds 3 New Partners

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 >
Ryan T. Nelson, Manager in Investment Advisory, Partner

Meet Ryan Nelson

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 >
Kelly Cruz's holiday home

Celebrating the Holidays

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 >

5 Wealth Managers Become Principals

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 >
Aspiriant CEO Rob Francais

Aspiriant CEO Named a Top Angeleno

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 >
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

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 >
Paul Nikolai, director in investment advisory, principal

Meet Paul Nikolai

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 >

Aspiriant in the News: December

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 >

Meet David Muchow

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 >
Linda Fitz

Leaving a Legacy

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 >
Linda Kitchens | Director in Wealth Management at Aspiriant

Meet Linda Kitchens

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 >
Michael Glowacki

Meet Michael Glowacki

Michael Glowacki has spent years coaching clients to visualize what they want from life so they can achieve it. As you prepare to set your New Year’s resolutions, read how you, too, can create your vision for success in 2017. more >
Lorraine Fox

Meet Lorraine Fox

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 >
Nikki Michelini

Meet Nikki Michelini

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 >

Giving vs. Doing: Aspiriant Does Both

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 >