A complete list of active advisors currently associated with Aspiriant, LLc

Warmer can help you find a great advisor at Aspiriant, LLc or one who fits your needs even better.

Aspiriant serves high‑net‑worth individuals, families, professional fiduciaries, and institutions with integrated investment management, wealth planning, family office and specialty services. The firm offers both discretionary and non‑discretionary portfolio management and also acts as investment adviser to a family of Aspiriant‑affiliated mutual funds while providing access to private investment offerings. Its investment approach is centered on asset‑allocation decisions informed by internal Capital Market Expectations and external research, with implementation via third‑party managers, mutual funds, ETFs, interval funds and private investments and routine rebalancing. The firm describes a formal manager‑selection and ongoing monitoring process and relies on both proprietary analysis and third‑party data tools when assessing risk and portfolio construction. Noteworthy operational features include the integration of accounting and banking services — such as bill payments and preparation of personal and business financial statements — and a disclosed affiliation with Strategic Planning Law Group, PC, with legal services offered under separate engagement agreements. Aspiriant also sponsors and advises affiliated mutual funds (including interval funds) and describes specific rebate mechanics for client investors, and it maintains on‑staff specialists (e.g., a CDFA and a ChSNC) to support complex family and fiduciary situations.

To learn more about the advisors currently working at Aspiriant, LLc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.