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Our Story

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.


· Wealth Management · Estate Planning · Executive Financial Wellness · Business Exit Strategies ·


With shared values and resources, we have consolidated our teams into one planning firm to attract, retain and empower the very best. In an industry that is becoming more fragmented we are intentionally organized to coordinate our specialties in all areas of financial planning. This provides a synergy that will protect all our clients at any time.