Distinguished alums: Their influence remains strong.
Bright folks who have collectively worked on Aspiriant’s mission to bring clients a new class of wealth management that gives your family extraordinary insights, access and peace of mind for generations.
The inspiration for Aspiriant began in the late 1990s when newly affluent executives and their families needed help aligning their life goals with their assets; creating an investment strategy that reflected their personal vision; minimizing taxes; and integrating financial planning, estate planning, philanthropy and more into one cohesive view.
Affluent families were experiencing financial complexity, but no firm yet existed to help them. In 2008, our founders from LA-based Quintile and San Francisco-based Kochis Fitz, came together to establish that firm. These founders — including Rob Francais, Tim Kochis, Linda Fitz, Bob Wagman, Ken Anderson, and Marc Primiani — committed the rest of their careers to building Aspiriant and make critical contributions to our vision.
Our quest for a more comprehensive style of wealth management has attracted an exceptional community of team members, whose partnership over the years has shaped everything we do.
In 2010, our vision inspired Deloitte’s national investment practice to become part of Aspiriant. In 2015, San Diego-based Hokanson Associates, led by CEO Neil Hokanson, merged with Aspiriant. In 2016, Los Angeles-based Glowacki Group, led by CEO Mike Glowacki, merged with Aspiriant. In 2017, Silicon Valley-based Stanford Investment Group, led by CEO Helen Dietz, merged with Aspiriant. 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.