Advisors

Our mission is to serve clients, foster financial success, and have a great time while we do it.

Collaborative Sharing

Collaborative Sharing

We share ideas, strategies, and data in a collaborative problem-solving process.

Partnership Opportunities

Partnership Opportunities

Enjoy upward mobility with our unique buy-in model that lays a path to partnership as you build your practice.

Cultivating Growth

Cultivating Growth

We offer continuous mentorship and development opportunities through our various committees promoting growth, best practices, and efficiencies to running your business.

Get in touch to learn more.

(All communications are confidential.)

Built on Collaboration

Learn more

Owning your own practice under the Aegis umbrella unlocks our Values of Affiliation, which include:

Independence-icon

Independence With a Culture of Sharing

Marketing-support-icon

Marketing and Branding Support

Planning-expertise-icon

Financial Planning 

Succession-planning-icon

Continuity and Succession Planning for Your Business

Build-business-icon

Support to Build Your Business

Internship-program-icon

Internship Program

Aegis-focus-icon

Aegis In Focus

Non-equity-partnership-icon

Pathway to Non-Equity Partnership

Equity-partnership-icon

Pathway to Equity Partnership

Compensation-icon

Competitive Compensation

Schedule an Intro

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

But we do. Let us light your way.

Get in Touch