Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Raymond James Celebrates 55 Years

As an independent practice, AEGIS Financial is under the umbrella of Raymond James. We are proud of Raymond James’ 55-year history of family, entrepreneurial spirit […]

Inside Scoop | The Latest on DOL

In what ways will the DOL Rule effect accounts and those we work with? As a refresher, there is a new fiduciary standard for all […]

Inside Scoop | AEGIS = Dementia Friendly Business

AEGIS Financial has been designated as a dementia friendly business in our community. We went through the Dementia Awareness training to understand dementia and will do […]