A complete list of active advisors currently associated with Aegis Financial Advisory

Warmer can help you find a great advisor at Aegis Financial Advisory or one who fits your needs even better.

Aegis Financial Advisory provides fee-only, comprehensive financial planning primarily to individual clients across the financial life cycle, with a stated specialty in helping pre-retiree couples build retirement income strategies and in Social Security claiming analysis. The firm also offers retirement plan consulting to 401(k) plan sponsors, including assistance with investment menu selection and participant education. Aegis follows an asset-class, passive investment approach that emphasizes broad diversification, low-cost institutional no-load funds (including DFA and occasional Vanguard funds), tax efficiency, and avoidance of market timing or individual stock selection. The brochure states the firm does not report discretionary or non-discretionary assets under management and generally provides portfolio analysis and implementation recommendations (clients may self-direct purchases or use outside managers), rather than acting as a traditional discretionary portfolio manager for individual accounts. Noteworthy aspects include formal participant education and seminar services for retirement plans and a public resources page for clients, plus a focus on tax-aware retirement planning supported by multiple tax and retirement credentials (including RSSA, Enrolled Agent, RICP, TPCP, ChFC, CFP) and NAPFA registration. For plan-level services Aegis partners with a 3(38) provider for investment management and model portfolios, reflecting a mixed delivery model that combines in‑house planning expertise with outsourced investment execution.

To learn more about the advisors currently working at Aegis Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.