About Us
What We Do
A Partner On Your
Life Journey.
Since our founding in 1986, Aegis Financial Partners has been committed to guiding our clients toward their personal and family goals. We adopted our firm name in 2006 to reflect our core philosophy: "Aegis" signifies protection, and "Partners" underscores our collaborative approach with our clients. We are your trusted allies in your financial journey.
In 2017, Derek joined as a partner, bringing fresh perspectives and a steadfast commitment to stewarding our firm into the future. Under his leadership, we continue to evolve while staying true to our mission of providing high-touch, boutique, white-glove concierge services.
Why Choose Us?
A Team That
Understands You
Experience and Expertise
With decades of experience, we bring a wealth of knowledge and insight to every client relationship.
Personalized Service
As a high-touch boutique firm, we offer unparalleled attention and customized solutions.
Integrity and Trust
We prioritize your best interests, building relationships based on trust and mutual respect.
Robert E. Appel, J.D.* , LL.M., MBA
National Design/Advanced Planning Attorney
Aaron Huntoon, MBA, CRPC, CBEC
Sr. Consultant
Christopher M. Fromm, CFP®, CBEC®, ChFC®
Sr. Consultant
