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Aegis Wealth Partners, an Office of National Financial Network logo

Aegis Wealth Partners, an Office of National Financial Network Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Aegis Wealth Partners is a financial services firm based in Madison, Connecticut, operating as an agency of The Guardian Life Insurance Company of America. The firm emphasizes a team-based approach designed to broaden perspectives and enhance outcomes for clients. Its services cover investing principles, retirement investing and distribution strategies, estate conservation, and risk management, and it helps clients address questions such as when to retire, how to optimize college savings, and whether they have sufficient life insurance.

Securities products and advisory services are offered through Park Avenue Securities LLC, a FINRA/SIPC-member indirect subsidiary of Guardian Life. This affiliation places Aegis Wealth Partners within Guardian’s network and supports its focus on delivering customized, situation-specific financial planning for individuals and families.

Find Aegis Wealth Partners, an Office of National Financial Network employees' phone numbers or email addresses

Aegis Wealth Partners, an Office of National Financial Network Global Highlights

Location
Employees

North America
65

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  • United States Of America
    65

Aegis Wealth Partners, an Office of National Financial Network's Leadership

  • Chief Executive Officer, Chief Creative Officer And Co-Founder at Aegis Wealth Partners, an Office of National Financial Network
    C. D. M.
    Chief Executive Officer, Chief Creative Officer And Co-Founder
    Mobile Phone
  • President at Aegis Wealth Partners, an Office of National Financial Network
    B. H.
    President
    Mobile Phone
  • Executive Director at Aegis Wealth Partners, an Office of National Financial Network
    R. H.
    Executive Director
    Mobile Phone
  • Senior Account Consultant at Aegis Wealth Partners, an Office of National Financial Network
    R. S.
    Senior Account Consultant
    Mobile Phone
  • Financial Representative at Aegis Wealth Partners, an Office of National Financial Network
    R. A.
    Financial Representative
    Mobile Phone

Aegis Wealth Partners, an Office of National Financial Network Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Other

Contact profiles from Aegis Wealth Partners, an Office of National Financial Network

Name
Title
Contact
Location
Last Update
  • President at Aegis Wealth Partners, an Office of National Financial Network
    B. H.
    President
    Mobile Phone
    Aug 13, 2025
  • Chief Executive Officer, Chief Creative Officer And Co-Founder at Aegis Wealth Partners, an Office of National Financial Network
    C. D. M.
    Chief Executive Officer, Chief Creative Officer And Co-Founder
    Mobile Phone
    Oct 22, 2024
  • Executive Director at Aegis Wealth Partners, an Office of National Financial Network
    R. H.
    Executive Director
    Mobile Phone
    Oct 17, 2024
  • Senior Account Consultant at Aegis Wealth Partners, an Office of National Financial Network
    R. S.
    Senior Account Consultant
    Mobile Phone
    Feb 18, 2026
  • Financial Representative at Aegis Wealth Partners, an Office of National Financial Network
    R. A.
    Financial Representative
    Mobile Phone
    Aug 29, 2026

Frequently Asked Questions

What is Aegis Wealth Partners, an Office of National Financial Network known for?

Minus sign iconPlus sign iconAegis Wealth Partners, an Office of National Financial Network operates in the Financial Services industry. You can contact Aegis Wealth Partners, an Office of National Financial Network's main corporate office by phone at
+1-212-764-****
. Explore Aegis Wealth Partners, an Office of National Financial Network's company overview page for more information.

What is Aegis Wealth Partners, an Office of National Financial Network's most common email format?

Minus sign iconPlus sign iconAegis Wealth Partners, an Office of National Financial Network employees' email format typically follows the pattern of FLast@aegiswealthpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Aegis Wealth Partners, an Office of National Financial Network email formats with LeadIQ.

How many employees does Aegis Wealth Partners, an Office of National Financial Network have currently?

Minus sign iconPlus sign iconAegis Wealth Partners, an Office of National Financial Network has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Aegis Wealth Partners, an Office of National Financial Network's key employees and leadership?

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As of July 2026, Aegis Wealth Partners, an Office of National Financial Network's key employees include:

  • Chief Executive Officer, Chief Creative Officer And Co-Founder: C. D. M.
  • President: B. H.
  • Executive Director: R. H.
  • Senior Account Consultant: R. S.
  • Financial Representative: R. A.

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