About Us
What’s in the name?
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 invest and preserve your wealth while you watch over those closest to you.
Our Non-Negotiables
Integrity
We aspire to provide guidance to the highest standard 100% of the time.
Independence
We work independently, which allows us to focus on your best interests.
Service
Our purpose is to help the individuals, families, and businesses we serve.
The Planning Process
The Aegis Method™ is our planning approach to guidance, financial solutions, and implementing preservation strategies for our clients.
Our approach is designed with a goal 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.
Meet the team.
We are an independent and close-knit team dedicated to our clients’ priorities. Our collaborative approach encourages interconnectivity to support continuous improvement among our advisors.