Aspiriant has built a sustainable ownership model — one that assures independence for generations and aligns the owners’ best interests with yours.

Our pursuit of the “holy grail” of wealth management has attracted an exceptional community of people. This extends to partners who, over the years, have helped shaped everything we do.

While most financial advisory firms of our size sell their company to outside investors or merge with large, public institutions, Aspiriant has powerfully chosen a different path — to pull from its employee base and cycle the ownership of the firm to future generations of leaders, professionals and advisors. Our unique business model is to remain 100% employee-owned because we believe this is the most effective way to remain 100% aligned with the families we serve.

Becoming a partner is more about the future than it is about the past. Over the course of their careers at Aspiriant, every partner has demonstrated their commitment to the firm’s Core Values and sustaining excellent client service for years to come.

Each partner has an impressive list of credentials, diverse backgrounds and experiences that enhance the firm’s culture and dedication to serving high net worth individuals and families with distinction. This team includes not just wealth managers and investment specialists, but also other professionals who together build a strong operational platform so that the rest of the firm can do their best work for the benefit of clients.

All these bright, principled folks have invested themselves in Aspiriant for the long term, so they can focus all their energies on you.

Click on each partner’s profile to learn more about the individual talents and experiences they bring to Aspiriant.