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Aspiriant Wealth Management Team

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Aspiriant Wealth Management Team

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As Featured in

Barron's
Forbes
The Wall Street Journal
Bloomberg

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Some wealth management firms go back 150 years. We’re designed to go 150 years forward.

We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. We empower our clients to live their dreams and create their legacy.

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You can’t be too rich. Or too smart.

Explore some of our Top Advisor Awards, Rankings & Media Recognition below

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In the end, a firm boils down to the people.

So this is a good place to spend some time.

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Come to Aspiriant if you want true customization and personalization, drawing on an immense range of services. The specific blend is dictated 100-percent by you.

Every situation is different. You may be coming to us in the midst of a dramatic life change — an IPO, a major career move, a divorce, retirement. You may simply feel the impulse to get greater clarity, establish control and define the trajectory of your financial life. Either way, our two major service areas will supply you with supreme levels of support.

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Our Story

Learn a little about our history and how we’re breaking the wealth management mold.

1990s

The genesis of a very large idea

The inspiration for Aspiriant wasborn in the late 1990s, a period when Americans were amassing large amounts of wealth. At the time, many of our founders were working as partners for the country’s most prom- inent advisors. Their clients included many newly affluent executives who needed a high level of support.

They needed help aligning their life goals with their assets; creating an investment strategy that reflected their

personal vision; planning their approach to taxes; and integrating financial planning, estate planning, philanthropy and more into one unified view.

These individuals and families required a new kind of multi- faceted resource. There were a few independent financial advisors around, but they didn’t offer the depth or size or long-term continuity clients needed. All the other available resources — like banks and brokerage houses — were compensated by selling products, not by putting clients’ needs first. Affluent families were experiencing unprecedented complexity, but no firm yet existed to help them.

2008

Aspiriant is born

In 2008, our founders came together to establish that firm, and satisfy a glaring need. These kindred spirits — including Rob Francais, Tim Kochis, Linda Fitz, Bob Wagman, Ken Anderson, and Marc Primiani — committed the rest of their careers to building Aspiriant.

Each of these entrepreneurs would make vital contributions to our vision. But something in their DNA drove them to define the need more deeply than other firms, and aim higher with their solution.

2012

Raising the bar

In the beginning, we spent a lot of time envisioning the ultimate wealth management firm. We wanted to provide clients an unprecedented level of personal attention and expert guidance.

To do it, we would act as true fiduciaries, by putting your interests first at all times. We would take ultimate responsibility for helping you define, plan and realize your life goals. We would integrate all the disciplines necessary for you to achieve financial clarity and prosperity. And we would pool client assets, to give you tremendous bargaining power and open up hard-to-access investment opportunities.

We set out to attract the nation’s finest talent, and then liberate those exceptional people to provide you an amazing service experience. We organized ourselves to remain durably independent and objective, with a hard-wired succession model and 100 percent employee ownership. And we created a culture united in its dedication to helping you live your ideal life.

2014

Another headline here

Our pursuit of this “holy grail” of wealth management has attracted an exceptional community of people. This extends to both clients and team members, whose partnership over the years has shaped everything we do.

Everyone has his or her own story about how and why they became connected to the firm. Together, their stories create a larger narrative that unfolds in real time, as each new client and team member joins the Aspiriant family.

2018

the first ten years —
putting the vision into practice

During our first decade, we’ve established ourselves as leaders in the independent wealth management business. We’re well on our way to building the organization we originally envisioned. We’ve added top talent, expanded our services, invested in technology

and built a sustainable ownership model that ensures our on-going independence. We’ve also created six ground-breaking, not-for- profit “access vehicles” that allow clients to pool their assets, drive down costs and benefit from exclusive investment opportunities.

2020

organic growth

We’ve grown organically, one new client and one new advisor at a time. We’ve also grown “inorganically,” combining with great independent firms across the country who share our vision and culture. Today, Aspiriant is the product of seven stellar organizations that have come together as one team to do more for you. As of this publication, we’re approaching 200 team members, 64 of whom are partners in the firm. We serve clients from 11 offices coast to coast, and manage $12 billion in client assets.

The direct beneficiary of all this growth is you. You retain your intimate relationship with your advisor team — and you now have even more expert minds on your side when you need them. You also get to pool your assets with other Aspiriant clients and invest with multi-billion-dollar leverage. It’s the opposite of growth for growth’s sake. It’s growth for your sake.

2023

This is still the beginning

We’ve made major progress since the early days of Aspiriant. In many ways, though, we’ve only just begun to deliver on our full potential. Each year, our methodical growth fuels our ability to attract talent, expand services, lower product costs, provide better training for team members and more — all to continue upgrading your client experience.

We’re inspired by what we’re building on your behalf, and proud of our progress. Still, the best is yet to come.

200

Employees

$12.2B

AUM

49

Average Partner Age

1990s

The genesis of a very large idea

The inspiration for Aspiriant wasborn in the late 1990s, a period when Americans were amassing large amounts of wealth. At the time, many of our founders were working as partners for the country’s most prom- inent advisors. Their clients included many newly affluent executives who needed a high level of support.

They needed help aligning their life goals with their assets; creating an investment strategy that reflected their

personal vision; planning their approach to taxes; and integrating financial planning, estate planning, philanthropy and more into one unified view.

These individuals and families required a new kind of multi- faceted resource. There were a few independent financial advisors around, but they didn’t offer the depth or size or long-term continuity clients needed. All the other available resources — like banks and brokerage houses — were compensated by selling products, not by putting clients’ needs first. Affluent families were experiencing unprecedented complexity, but no firm yet existed to help them.

2012

Raising the bar

In the beginning, we spent a lot of time envisioning the ultimate wealth management firm. We wanted to provide clients an unprecedented level of personal attention and expert guidance.

To do it, we would act as true fiduciaries, by putting your interests first at all times. We would take ultimate responsibility for helping you define, plan and realize your life goals. We would integrate all the disciplines necessary for you to achieve financial clarity and prosperity. And we would pool client assets, to give you tremendous bargaining power and open up hard-to-access investment opportunities.

We set out to attract the nation’s finest talent, and then liberate those exceptional people to provide you an amazing service experience. We organized ourselves to remain durably independent and objective, with a hard-wired succession model and 100 percent employee ownership. And we created a culture united in its dedication to helping you live your ideal life.

2018

the first ten years —
putting the vision into practice

During our first decade, we’ve established ourselves as leaders in the independent wealth management business. We’re well on our way to building the organization we originally envisioned. We’ve added top talent, expanded our services, invested in technology

and built a sustainable ownership model that ensures our on-going independence. We’ve also created six ground-breaking, not-for- profit “access vehicles” that allow clients to pool their assets, drive down costs and benefit from exclusive investment opportunities.

2023

This is still the beginning

We’ve made major progress since the early days of Aspiriant. In many ways, though, we’ve only just begun to deliver on our full potential. Each year, our methodical growth fuels our ability to attract talent, expand services, lower product costs, provide better training for team members and more — all to continue upgrading your client experience.

We’re inspired by what we’re building on your behalf, and proud of our progress. Still, the best is yet to come.

200

Employees

$12.2B

AUM

49

Average Partner Age

Our Story

Learn a little about our history and how we’re breaking the wealth management mold.

2008

Aspiriant is born

In 2008, our founders came together to establish that firm, and satisfy a glaring need. These kindred spirits — including Rob Francais, Tim Kochis, Linda Fitz, Bob Wagman, Ken Anderson, and Marc Primiani — committed the rest of their careers to building Aspiriant.

Each of these entrepreneurs would make vital contributions to our vision. But something in their DNA drove them to define the need more deeply than other firms, and aim higher with their solution.

2014

Another headline here

Our pursuit of this “holy grail” of wealth management has attracted an exceptional community of people. This extends to both clients and team members, whose partnership over the years has shaped everything we do.

Everyone has his or her own story about how and why they became connected to the firm. Together, their stories create a larger narrative that unfolds in real time, as each new client and team member joins the Aspiriant family.

2020

organic growth

We’ve grown organically, one new client and one new advisor at a time. We’ve also grown “inorganically,” combining with great independent firms across the country who share our vision and culture. Today, Aspiriant is the product of seven stellar organizations that have come together as one team to do more for you. As of this publication, we’re approaching 200 team members, 64 of whom are partners in the firm. We serve clients from 11 offices coast to coast, and manage $12 billion in client assets.

The direct beneficiary of all this growth is you. You retain your intimate relationship with your advisor team — and you now have even more expert minds on your side when you need them. You also get to pool your assets with other Aspiriant clients and invest with multi-billion-dollar leverage. It’s the opposite of growth for growth’s sake. It’s growth for your sake.

Grow with us

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