Families, Business Leaders, Creative Thinkers, Trailblazers, Life Lovers
Our clients are thoughtful and busy people who need a higher level of support to help manage their complex financial lives.
They are entrepreneurs, inheritors, corporate leaders, retirees, philanthropists, and fiduciaries of trusts and foundations. They are mothers, fathers, children, siblings, grandparents, aunts and uncles.
They have abundant assets, but precious little time. They look not to simply grow their financial resources, but to invest in a variety of ways for the long-term benefit of their businesses, their communities, their special interests and their families.
In many ways, they are probably a lot like you — someone who wants to have a greater sense of meaning and purpose for their wealth. They want context and clarity around their financial decisions. This takes full-picture, forward-thinking planning by a team of independent financial experts.
Our wealth managers and investment advisors don’t simply tell you what you should do. Our client service team is not compensated to sell products. Instead, we strive to listen to you, help you identify potential opportunities, keep a watchful eye out for risks, and devise a wealth plan that you will embrace to manage your wealth wisely and confidently for years to come.
As your financial picture gets more complicated, the people in our firm work together to help you pull together the challenging pieces — like taxes, deferred income and major life changes — so you can spend more time on the things that matter to you most.
While there may be some similar threads, our clients are not cut from the same cloth. Each client relationship is unique — they took different paths to amassing their wealth and they have different ideas on what to do with it.
Your client service team strives to understand your story and help you write the next chapters in it. Meetings with us are tactical and conversational. We’re big on talking about money, because we believe the more you talk about money, the more comfortable, confident and secure you feel about it.
As we become familiar with the path that led you to us, we can put all your financial pieces together, crunch the numbers with our specialized technology, and create a bespoke financial plan with you — something that will work for you.
You’re well aware of the power of setting goals — each goal is a step toward a brighter destination. But sometimes that long-term view can seem a bit hazy. You may be looking beyond your own retirement and are more concerned about setting your children or grandchildren on their own paths. You like the idea of your wealth helping your family, your community, humanity for generations to come.
Aspiriant is sustainably designed to help you with your long-term legacy because our employee-owned business model is centered around our ability to serve your family independently for generations. We strive to be there to provide clarity and guide you along every step of your journey. We look ahead for potential obstacles and forks in the road. When the unexpected happens, we’ll help redirect your path so you can still get to that ultimate destination. And when you finally arrive, we’ll still be by your side to help you figure out, “Where to next?”
We work with fascinating people. Learn more about the types of clients we serve:
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