What about a no nup

You’ve Heard of the Prenup. What About a No-Nup?

When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >
SECURE Act

6 Groups Impacted by the SECURE Act

The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >

John Petrie Joins Forbes 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 >

Relationships When Women Inherit Wealth

When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these relationship dynamics shares her findings and how couples with wealth can navigate challenges. more >
Mark Petrie

Meet Mark Petrie

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >

Bright Idea: Going Solar

From reducing your carbon footprint to saving money in the long run, converting to solar electricity has many benefits. Find out what you need to know when researching a solar power system that’s right for you. more >
Aspiriant CEO Rob Francais

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 >