“With a growing economy and a continued presence for global companies, there is heightened demand for wealth management services in Orange County,” said Clay Stevens, director of strategic planning, a principal and head of the Orange County office.

Aspiriant has over $8 billion of assets under management and advisement. The firm provides wealth management services for over 1,000 individuals, families and institutions from offices in Los Angeles, CA, San Francisco, CA, New York, Boston, MA, Minneapolis, MA, Milwaukee, WI, Cincinnati, OH, and, now also Orange County, CA.