WHY ASPIRIANT

Built for excellence, independence and the long haul.

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. That would be a mistake.

Employees 220 +

AUM $13B

Average Partner Age 49

# of offices 10

Employee Ownership 100%

We’re invested in our people so they’re invested in you.

We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable - and focused on you. Aspiriant, through our broad employee ownership model, is built to:

Remain independent and objective
Align the interests of our clients and employees
Attract and retain our talent and make them owners so they can serve clients for generations, with very little turnover
Do everything we can to eliminate conflicts of interest
Maximize transparency, intimacy and continuity for our clients
Offer our clients peace of mind

There’s a lot more to say about this unconventional vision. Some of it we’ll address on this site. But most of it is stuff we should talk about in person, if the basic idea of what we’re doing sounds like what you’re looking for.

financial advisor meeting with client at table

100% employee owned.

We are a national, independent wealth management firm that is 100% employee owned. We focus on offering comprehensive wealth planning and investment management services to families. Most clients come to us in the midst of a life transition like a sale of their business, divorce, inheritance or IPO. They are smart, busy folks who look for a partner to simplify complexity, help achieve their long-range goals and help make good financial decisions that align with their values. We serve clients nationwide, through 10 offices and over 45 states.

Our Story