Thuong Pham is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Aegis Wealth Management, LLC since 2016. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm manages approximately $174 million in client assets across 179 client relationships, focusing on goal-based financial advice and maintaining portfolios with an emphasis on fundamental, value-oriented equity selection within a diversified, long-term framework.

Matthew McMahan is a CFP®-credentialed financial advisor at Aegis Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Delta Capital Management and Vision Brokerage Services. Outside of finance, he owns Fresh Ice Vending, LLC, a company that supplies ice vending machines to Costco Wholesale. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm uses a value-oriented, long-term investment approach with a focus on equity exposure and risk management through cash allocation.