Aegis Financial

Financial ServicesWisconsin, United States11-50 Employees

We believe that service to others is life's greatest investment. We are an independent, insightful wealth planning team who combine tax mitigating strategies & financial life planning to help guide you through your life journey.

AEGIS Financial advisors and associates bring you an advantage by organizing achievable goals and sharing comprehensive financial knowledge that empowers you to better serve yourself. 

Advisory products and services offered through AEGIS Financial, a registered investment advisor. 

*The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit  https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdf

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