Aegis Financial Advisory

About Aegis Financial Advisory

Our mission is to help you identify your key life goals and the obstacles standing in the way of your achieving them. We then apply our knowledge and experience to help you knock these obstacles down, one by one. Unlike many advisors, we do not lead with solutions. We focus first and foremost on you and helping you determine what you want to achieve. The better job we do together uncovering your goals, the more naturally the solutions for realizing them will flow and the more closely these goals will fit your values and core beliefs.

All of our work with you will be centered on your priorities, not ours, and our success will be measured by how well you achieve and maintain the life you deserve.