Thuong Pham is a CFP® professional with 12 years of industry experience. He has been with Aegis Wealth Management, LLC since 2016 and previously worked at Aegis Financial Advisors Inc. from 2014 to 2015. Aegis Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus, utilizing Modern Portfolio Theory to build diversified portfolios that typically maintain a majority equity allocation.

Matthew McMahan is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is the President and Investment Advisor Representative at Aegis Wealth Management, LLC, where he has worked since 2017. Prior to this, he held roles at Delta Capital Management, LLC and several other financial firms. Outside of his advisory work, he owns Fresh Ice Vending, LLC, a business supplying ice vending machines to Costco Wholesale. Aegis Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus and uses Modern Portfolio Theory to construct diversified portfolios with a majority equity allocation.