About Us | Aspirean Wealth

Why we exist

Everything we do operates in service of the life you want to live.

Whether you’re looking to change careers, pursue a passion project, or take care of the people who matter most to you, everything we do operates in service of the life you want to live.

Aspirean is a fee-only, fiduciary wealth management firm¹ for people who built their wealth through conviction. We created this firm for these people because we understand exactly what this moment feels like.

Founding principles

Three commitments, and every decision still runs through them.

Boutique by designThe only way to give each and every family the depth of attention and expertise your major moments deserve, we intentionally limit how many clients we take on each year.

FiduciaryTo put your interests above all else, we sit on the same side of the table as you, always. Not when it’s convenient, not for certain relationships.

IndependentSo nothing but your interest can shape the advice you receive,² we answer to no parent company, sell no proprietary products, and carry no quotas.

Who Aspirean is for

Some version of the same moment.

Every client coming to Aspirean finds themselves in some version of the same moment. A lifetime of work and commitment turns into a stewardship obligation.

Whether you’ve found yourself needing to diversify out of decades of RSUs or options, receiving a letter of intent, or unexpectedly widowed with an overwhelming amount of decisions to make, different circumstances can lead you to the same place. Your wealth exists to serve your life, and that responsibility needs your stewardship.

See the questions we answer for each

A stepped trail descending from Hill 88 toward Rodeo Beach in the Marin Headlands

How it comes together

All of your wealth decisions through one catalyst.⁶

Most clients arrive with a CPA, an attorney, a banker, with nobody coordinating the whole picture.

Investment Management

Built on decades of Nobel Laureate research and supported by our partnerships with Dimensional and Focus Financial Partners.³

Financial Planning

With granular levels of detail to help guide your life’s path with the data to support your most convoluted decisions.

Tax Strategy & Planning

With in-house planning leading the coordination with your CPA. Tax strategy is proactive, and a core tenet of your plan.⁴

Estate & Legacy Planning

Coordinated with your estate attorney, so what you’ve built endures and passes to the people and causes you intended.⁵

Strategic partners

Independent, and not alone.

Aspirean is independently owned and answers to you. Behind the firm stand three institutions, each in a defined role: the resources of a national partnership, the safekeeping of your assets, and the funds we build portfolios with.

Partnership

Focus Advisor Solutions

Aspirean is a partner firm of Focus Financial Partners. The partnership puts national resources behind an independent firm, research, technology, and operating support, while the people who know your situation stay the same.

Custody

Charles Schwab

Your accounts are held at an independent custodian, in your name. Schwab holds the assets and reports to you directly; we hold only the limited authority to manage them. Some accounts are held at Fidelity under the same arrangement.

Investment approach

Dimensional Fund Advisors

Many of the portfolios we build use Dimensional funds, which apply decades of peer-reviewed academic research rather than forecasts or headlines: the same evidence our own approach rests on.

Meet with us

We’d love the opportunity to talk with you.

If some version of this moment has arrived at your door, the conversation starts whenever you’re ready.

Begin a conversation

Money isn’t the destination.