For Financial Advisors

At Aegis Consulting, our team of advisors and staff have a distinctly strong culture, camaraderie, and confidence unlike many current siloed and disparate financial teams who have come together. Our objective is to enjoy work, have fun, and serve clients at a high level … together.

All Aegis teams can operate together as a collective of professionals, bringing multiple levels of experience and resources to your team. Our collective includes advice and methods for business growth, mentorship, diverse expertise, and a longstanding place to transition your firm. 

Aegis Consulting is focused on maintaining a close culture and camaraderie amongst its teams resulting in connections, expertise and confidence to run a successful financial services business.