One Plan. One Elite Team.

April 26th, 2021 | | AEGIScoop

We have continued to enhance the depth of the services we provide and add Team members to 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 build infrastructure that allows us to communicate effectively as a Team to ensure that we are all working towards one goal – 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.

What are I Bonds and How Do They Fit in My Portfolio?

What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]

A Plan for All Seasons | Spring 2022

What’s New at AEGIS Financial | Spring 2022

Forbes Best-in-State 2022 We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022! This is […]