A complete list of active advisors currently associated with Aegis Wealth Advisors. LLC

Warmer can help you find a great advisor at Aegis Wealth Advisors. LLC or one who fits your needs even better.

Aegis Wealth Advisors provides discretionary portfolio management and financial planning to individual investors and a range of institutional clients, advising on retirement planning, estate matters, college funding, cash flow, and related topics. The firm manages approximately $30 million for about 67 clients and typically bills advisory services as a percentage of assets while offering separate, negotiated planning engagements when requested. The firm follows an academically based, long-term investment philosophy that emphasizes broad diversification, strategic asset allocation, and passive, structured portfolios implemented primarily with institutional mutual funds (notably Dimensional Fund Advisors). Portfolios are built around target allocations that reflect clients’ objectives and risk profiles, are reviewed at least quarterly for rebalancing, and generally avoid market timing or performance‑based fee arrangements. Distinctive features include a small, owner‑managed structure with a single supervising principal and two registered advisers, and the principal’s concurrent licensure as an insurance agent, which means clients may occasionally be offered commissionable insurance products. The firm also delegates account administration and back‑office services to a third‑party administrator (FPAS) and discloses that clients retain responsibility for proxy voting.

To learn more about the advisors currently working at Aegis Wealth Advisors. LLC, 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.