Cincinnati, OH Office
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Aspiriant, LLc
Multi-team
Firm-wide stats for Aspiriant, LLc
About
Aspiriant serves primarily high‑net‑worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non‑discretionary investment management alongside wealth planning, family office and specialty services. Its wealth services explicitly include accounting and banking support (such as bill payment and preparation of personal and business financial statements), tax and estate planning, and targeted consulting like divorce financial analysis and special‑needs financial planning.
The firm builds customized investment programs using asset allocation guided by internal Capital Market Expectations and a mix of implementation options — third‑party managers, ETFs, separate accounts, private investments, and mutual funds. Aspiriant also acts as investment adviser to the Aspiriant Affiliated Mutual Funds (including interval funds), offers access to recommended private investment offerings sourced and due‑diligenced by its Investment Strategy and Research team, and uses AI tools to assist in preparing client communications and analyses (with human review).
Distinctive features relative to peers include an affiliation with Strategic Planning Law Group, PC and an expanded set of family office capabilities (accounting/banking services and bill payment) that go beyond typical advisory offerings. The firm also sponsors and manages public mutual funds that invest in private assets and provides fee‑rebate mechanics for clients invested in those funds, and maintains a holding‑company ownership structure with substantial employee ownership as part of its succession planning.
Based on Aspiriant, LLc
Expertise
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Demographic focus
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Location
201 E. Fifth Street, Suite 1430
Cincinnati OH 45202
Advisors at this office
3
Advisors at this office
Gregory F
CFP®, Series 63, Series 65
Cincinnati, OH
Aspiriant, LLc
Gregory Fasig is a CFP® professional with 21 years of industry experience, currently with Aspiriant, LLC where he has worked since 2012. He is based in Cincinnati, OH and holds Series 63 and Series 65 licenses. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office capabilities including accounting and banking support.
Peter S
Series 63, Series 65
Cincinnati, OH
Aspiriant, LLc
Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.
Paul N
CFP®, Series 63, Series 65
Cincinnati, OH
Aspiriant, LLc
Paul Nikolai II is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He has worked at Aspiriant in various capacities since 2010 and previously spent 11 years at Deloitte Investment Advisors LLC. Nikolai is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients by providing investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies using diversified asset allocation, with additional offerings in accounting, tax, estate planning, and access to private investment opportunities.
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