A complete list of active advisors currently associated with Aegis Wealth Management, LLC

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

Aegis Wealth Management serves individual clients, including high-net-worth individuals, and provides discretionary and non-discretionary asset management, retirement plan advisory, and targeted consulting for life events. The firm delivers ongoing portfolio management and financial advice tailored to clients’ profiles, objectives, and stated risk tolerances. Aegis follows a fundamental, value-oriented approach with a long-term focus, employing Modern Portfolio Theory to construct diversified accounts and typically maintaining a majority equity allocation (the brochure cites portfolios with roughly 70–85% in stock positions). Accounts are reviewed at least quarterly, and cash is used tactically to moderate volatility and meet short-term needs consistent with client objectives. Aegis is notable for its business affiliations: the firm’s principal ownership includes another advisory entity, and the brochure discloses that Aegis may recommend third-party advisers and receive compensation for such referrals, which creates potential conflicts of interest the firm addresses in its disclosures. Additionally, certain personnel are licensed to sell securities and insurance products and may implement recommendations in those separate capacities, and the firm operates without a stated minimum account size while using an institutional custody platform.

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