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You don’t know what you don’t know.

We guide successful families all the way home, protecting against financial risks you don’t know to watch out for and advocating for opportunities you may miss.

With more wealth comes more choices. Maintain confidence in your decisions as your situation changes.

Full Service Financial Management

(Including counsel, know-how, and execution.)

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Solutions

Business Solutions

“All the way home” means:

“All the way home” means:



A plan that matches your complete personality, not one based on a standard risk model.



A plan that accounts for everyone that matters, and spans both your lifetime and theirs.

A plan that illuminates unknowns and protects you from them, with counsel and guidance.

Aegis In Focus

One thing contributes to our effectiveness above all else: collaboration. We work with talented advisors across the nation, but it’s more than just a network. Aegis is a place where advisors can grow, learn, and guide each other through growth. Advisors get support with succession planning, pathways to partnership, and opportunities to work together on challenging cases and emerging strategies, all of which help us all do great work.


Work With Aegis

Independence. Culture. Growth.

These shared values are what make our partnership a natural fit.


Our collaboration with Commonwealth helps us bring attentive service and the latest technology to your financial life. Our advisors can problem-solve effectively with a connected network supporting them.


And our independent status means we can always do what’s right for you, without quotas or incentives otherwise. It also means we have the backing of Commonwealth Financial Network, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve you.


How We Help Advisors >

Commitment to Service

Commitment to Service

Let your love for your families, communities, and the organizations you’re part of guide your every effort.

We’ll do the same.

Meet Our Team

You don't know what you don't know.

But we do. Let us light the way.

Get in Touch