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For over 35 years we have been providing valuable advice to successful families. Our Serve First philosophy of planning dates back to Connecticut General’s Stuart Smith in the 1940’s. When Lincoln Financial Group acquired Cigna Financial Advisors in 1998, we continued that philosophy under the banner of Sagemark Consulting. In 2019 we introduce Aegis Consulting, a brand with deep heritage and strength rooted in serving our clients first.

In the Oxford Dictionary, Aegis (ējis) is defined as: having the protection, backing or support of a particular person or organization. The noun, Aegis comes from the Greek word “Aigis” which was the name of Zeus’s shield. To say that something or someone is under the Aegis of another is saying that they have the strength of Zeus on their side.

Meet Our Team

Jacksonville · Orlando · Boca Raton · Tampa

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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