Our History

Aegis Wealth Advisors

AEGIS (ae-gis, also e-gis \EE-jiss\ noun)

 1.  Shield, protection
 2.  Patronage, sponsorship
 3.  Guidance, direction, or control
 4.  Greek Mythology: The goatskin shield or breastplate of Zeus or Athena. Athena's shield carried at its center the head of medusa.

 

 

 

 

In Greek mythology, Aegis was the shield Zeus would lend to heroes, such as the goddess Athena, for protection.  Our identity is anchored in the symbols of the ancient Greeks and is supported by the same fundamental concepts that represent their towering achievements.  Our mission is to provide our clients guidance to help them optimize, preserve and protect their legacy assets.

 

The Aegis Group was established in 1992 and has provided a variety of superior financial services to hundreds of individuals and their families.  The evolution of the financial planning industry and our business model inspired us to create Aegis Wealth Advisors, LLC in August of 2005.  Our focus is "Wealthcare".  It's life-relative planning. And it's you-driven, not market driven.  We offer personalized, fee-only investment management and consulting. Our customized portfolios, low fees, pressure-free services and frequent communication have resulted in a high level of client satisfaction and long-term business relationships.