General Info

Aspiriant, formerly known as Kochis Fitz, is one of the leading, independent wealth management firms in the United States. It has expertise in implementing personal wealth strategies and managing clients investment portfolios. The firm provides a range of investment management and financial planning services. Aspiriant offers stock compensation, financial independence, philanthropy, wealth transfer and risk management solutions. Its investment management services include portfolio management and research. The firm specializes in optimizing stock-based and other compensation programs. Established in 1991, Aspiriant provides various deferred compensation, profit sharing and pension, as well as stock options. It offers risk management services for property loss, health and disability. The firm works with independent insurance brokers.