Aspiriant is a leading independent wealth management firm for forward-thinking families.

Our firm draws upon deep roots within the wealth management industry. Aspiriant was formed in 2008 when two firms, Kochis Fitz (San Francisco, founded in 1991) and Quintile Wealth Management (Los Angeles, founded in 2002), combined to provide a full suite of sophisticated, integrated wealth management services.

Aspiriant is 100% owned by our key employees.

Our people are the best in the business at what they do. And they love doing it in our friendly yet intellectually charged environment. As if they needed more incentive, 73 of our 200 team members have an ownership stake in the business.

So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver the deepest, most consistent wealth management experience you can find.

Aspiriant is committed to providing investment solutions and personal wealth strategies to help our clients achieve their aspirations.

Our firm’s mission is to enhance the quality of our clients’ lives by creating and implementing personal wealth strategies and managing clients’ investment portfolios to meet their own unique, individual goals.

Disclosure: The above represents the views and opinions of Aspiriant and is not the result of fact based analysis but is the result of the impressions we receive when dealing with some of our clients and our competitors. There is no guarantee of success and that investing in securities involves the risk of a part or total loss of investment which investors should be prepared to bear.

Aspiriant is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on this link: ADV. For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: ASPIRIANT, LLC – Investment Adviser Firm (sec.gov). Please note that registration with the SEC does not suggest a certain level of skill and training.

Information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult their financial advisor before making investment decisions. Mutual fund investments are not FDIC insured, may lose value and there is no bank guarantee. Separate accounts are available in Aspiriant managed strategies that cater to each investors’ particular needs, goals, objectives, risk and time horizon.