Aspiriant’s Clients

We serve a nation-wide, and often global, clientele whom we expect to remain clients forever. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets.  Individuals who have recently sold a business or received a substantial inheritance or settlement choose us for our fresh perspective on articulating and achieving their goals.

In all cases, our clients value the integration of our comprehensive wealth planning services combined with our discretionary management of substantial investment portfolios.

In addition, we often provide services to select groups of senior professionals or corporate executives. These group-sponsored engagements are, in essence, individual engagements underwritten by a client’s employer or other sponsor. These arrangements are usually part of an overall executive compensation and benefits package and several of our current sponsorship relationships span more than twenty years.  Over the years, we have been retained by many prestigious public companies and professional firms to provide comprehensive financial advisory services to their most senior personnel.