Our Mission

We are called to devote our time and energy on long term wealth strategies that help prepare you for life’s challenges and opportunities.

Our Vision

To consistently help enhance quality of life and make an impact in the lives of individuals, families and community neighbors.

Our Values

  • Client Connection
  • Team Collaboration
  • Conservative Strategies
  • Integrity
  • Listening
  • High Standards
  • Giving
  • Confidence in Beliefs

Fiduciary Standard

As a Registered Investment Advisor, AEGIS Financial, is held to a regulatory framework known as the Fiduciary Standard. This is a legal tenet that ensures that we act exclusively in the best interest of each of our clients. Upholding the Fiduciary Standard is not just a legal tenet, but is a responsibility we take very seriously and encompasses the very nature of our team.

Profit from Unique and Personalized Planning

Throughout the years, we have developed a specialized approach to all-inclusive planning centered around tax reduction strategies, crafted by our team of certified public accountant (CPA) and certified financial planner (CFP®) professionals.

Control And Customization

As a fee-only registered investment advisor, we are not beholden to any entity, service provider or parent company. As such we are not restricted or incentivized in our process for serving clients. This allows us more freedom, greater flexibility, and an enhanced capacity to customize our service to the needs and goals of each client.

Longevity And Legacy

We believe the independent structure of our firm is closely aligned with our client’s needs and with our long-term vision for AEGIS Financial. Our aim is that the longevity we’re building will also align with the long-term vision our clients have for their own wealth and their own families.

Greater Access

Over the years we have added new office locations and expanded our clients’ access to investment solutions and 401(k) services that were previously outside of our core service offering. As we continue down this path, we are continuously pursuing opportunities to enhance our offerings even further.

One Plan. One Elite Team

We have continued to enhance the depth of the services we provide and support each of our client relationships. As a true fiduciary, it takes a Team to ensure that we are meeting our commitment to always act solely in the best interest of our clients. We are investing heavily in technology to enhance infrastructure that allows us to not only communicate more effectively but to ensure that we are expertly executing the success of your financial plan. Instead of just having one point of contact with AEGIS Financial, you now have access to every member of our entire dedicated Team.

Your Responsibility As Our Client

To ensure the accuracy of your financial plan, it is imperative that we are informed of any changes to your personal information, contact details, or any significant life events. In the event of any modifications to your risk tolerance, liquidity requirements, time horizon, or investment needs, we strongly advise consulting with a member of our AEGIS Team. We are always here to support you and provide assistance through your financial journey.

As a Registered Investment Advisor, we have more freedom, greater flexibility and an enhanced capacity to customize our service to the needs of each client.

William Bowman, CPA

President, Wealth Manager

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