Meet the RIA

Meet the RIA: Aspiriant


Listen Later

Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspiriant, shares how the firm’s independent, employee-owned structure shapes its client-first approach and differentiates it in the wealth management landscape. She also discusses Aspiriant’s perspective on succession planning, growth priorities for the year ahead, and what advisors curious about the firm should know.

...more
View all episodesView all episodes
Download on the App Store

Meet the RIABy Asset TV

  • 5
  • 5
  • 5
  • 5
  • 5

5

31 ratings