Advisors: Empowering you to live your dreams.
Because of our laser focus on our clients’ well-being, Aspiriant is the firm of choice for the financial industry’s top talent.
We set out to attract the nation’s finest advisory professionals, and then liberated these exceptional people to provide you with an amazing service experience.
Everyone has his or her own story to tell about how and why they became connected to the firm. As a group, their stories create a larger narrative that unfolds in real time as each new member joins the Aspiriant family.
At Aspiriant, you don’t have just one advisor. Nor do you work with whomever is available at the moment to take your call. You have a dedicated team of professionals who work together to create a long-term financial plan that assures your financial assets are well positioned to help you achieve your life goals for yourself and your family, for today and tomorrow.
But beyond your personal team, the entire firm works for every client. So you can tap an array of specialists — investment management, estate planning, business succession, philanthropy planning, tax services, liquidity event planning, equity compensation guidance and more. This is what holistic wealth planning is all about.
Our team of advisors serve clients from 11 locations nationwide. Collectively, they hold varied professional designations, such as Charted Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Each and every one of them adheres to the highest fiduciary standard to act in your best interests.
Together, we created a culture united in its dedication to helping you feel empowered to live your ideal life. You’ll feel confident that as your world changes, your wealth plan can evolve with you.
Click on each advisor’s profile to learn more about their individual talents and experiences they bring to Aspiriant.