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Services

Our Solutions 
Financial Planning for Individuals

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Financial Planning Services

Our financial planning services are designed to provide a comprehensive overview of your financial situation. We help you set clear goals, manage your cash flow, and develop strategies designed to help with saving, investing, and protecting your wealth. This includes tax reduction strategies, estate planning strategies, and risk management, ensuring that every aspect of your financial life is addressed.

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Financial Independence Planning

Financial Independence Planning focuses on creating a sustainable income strategy for the stage in your life where a paycheck becomes optional. We develop personalized plans that is designed to optimize your Social Security benefits, analyze pension options, and create reliable income streams from your investments. The goal is to provide financial security and a sense of confidence as you transition into this new phase of life.

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Investment Management

Investment Management involves creating and managing a customized investment portfolio tailored to your risk tolerance, time horizon, and financial goals. We use a blend of traditional and impact investments to help grow and protect your wealth. Ongoing monitoring and adjustments ensure your portfolio remains aligned with your objectives and adapts to market changes.

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Our Solutions 
Business Planning Options


Business Succession Planning

Business Succession Planning can help provide a smooth transition of ownership and leadership for your business. Whether you plan to pass the business to a family member, sell to a partner, or prepare for a market sale, we help you develop a comprehensive strategy. This includes valuation, tax considerations, and transition planning to help your business continue to thrive.

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Wealth Management

Wealth Management for business owners integrates personal and business financial planning into a cohesive strategy. This service includes investment management, tax reduction strategies, and estate planning strategies so your wealth is effectively managed and protected. While we do not handle employee benefit management directly, we work with trusted outside professionals that can provide comprehensive solutions for your team.

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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.

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Take the First Step
Toward Financial Clarity

Schedule a call today and discover how we can help you achieve your financial goals with confidence and peace of mind.

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