Hokanson Associates Competitors

We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years. To read our social media terms of use, visit: https://tinyurl.com/4pdmuuhp

Wealthspire brings together a network of affiliated firms that provide wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs. Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach. Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers.

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.