Aegis (pronounced EE-jis) means thoughtful guidance, protection, and support, but it represents so much more than that. It signifies our commitment to the prosperity and well-being of the families and businesses we serve.
Aegis Consulting is an ally for your family—we work alongside you to grow and protect your wealth while you watch over those closest to you.
We aspire to provide advice to the highest standard 100% of the time.
We work independently, which means we will always do the right thing for you.
Our purpose is to help the individuals, families, and businesses we serve.
How We Help
The Aegis Method™ is our planning approach to advice, financial solutions, and implementing protection strategies for our clients.
Our approach is designed to answer the “What Ifs” in your financial life and is guided by the collective wisdom, knowledge, experience, and personal approach of our team of professionals.
We are an independent and close-knit team dedicated to our clients’ priorities. Our collaborative approach encourages interconnectivity so we’re always helping each other become better advisors.
But we do. Let us light the way.