About Company

Wealthspire Advisors LLC is a national, independent registered investment advisory firm that provides comprehensive wealth management services to individuals, families, executives, business owners, attorneys, and institutions. Founded in 1995 and now a part of NFP, an Aon company, Wealthspire manages over $31 billion in assets with a team of more than 380 professionals across locations nationwide. The firm offers holistic financial planning, investment management, family office services, executive compensation strategies, estate planning, charitable giving, and succession planning for business owners. Wealthspire emphasizes building long-term, client-centered relationships by creating customized financial strategies that align with each client’s goals and aspirations. With a collaborative approach supported by internal experts, the company helps clients navigate life transitions and complex financial decisions, offering transparent advice and sophisticated solutions. Through its scale, expertise, and dedication to client service, Wealthspire has become a trusted advisor for those seeking to optimize their financial lives.

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