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

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

Aegis Wealth Partners provides investment advisory and financial planning services to individual investors and to employer-sponsored retirement plans. The brochure lists portfolio management with written Investment Policy Statements, comprehensive financial planning (retirement, tax, life‑insurance analysis), college planning and student‑loan repayment advice, and guidance on insurance products including annuities. The firm documents client risk tolerance and typically seeks discretionary trading authority for portfolio management, using methods such as fundamental, technical and charting analysis alongside modern portfolio theory, and it generally recommends mutual funds and ETFs (including precious‑metal ETFs) to gain exposure. For plan sponsors it offers pension consulting and retirement‑plan services (including non‑discretionary ERISA fiduciary support and the option of 3(38) investment management) and may use third‑party platforms such as AssetMark for managed solutions. Compared with many peers, AWPL emphasizes structured retirement‑plan work and investor education: the brochure describes group seminars (which may be complimentary or included with pension consulting) and a detailed Appendix on plan services. The brochure also highlights an unusual mix for a small independent adviser — advising on insurance products (annuities) while noting representatives do not maintain life/health insurance licenses — and a range of ancillary offerings such as exit/succession planning and regular ongoing client outreach.

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

Name	Location	Years of experience
David Schiller	Phoenix, AZ	14

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