Who We Are

Say hello to your always familiar, data-informed & independent fiduciary financial advisors.

Helping you enjoy the life you’re living now, aligned with a plan to help you reach your retirement dreams, and once retired continue to live the life you worked so hard to achieve.

Fee-only fiduciary financial advisors in the Milwaukee area for more than 20 years.

At Aegis Wealth Advisors, our foundation is built on providing unbiased clarity to your financial decisions so you can confidently enjoy the life you’re living now, and the life still ahead.

For us, financial planning isn’t just about accumulating wealth, it’s about living a fully aligned life from your late 20s well through your retirement.

Our purpose is to help advise you on how to confidently live the life you want to live, at every stage of your life, within a realistic picture of your financial capabilities.

We achieve this by designing a personalized financial plan with your life goals being the foundation, and aligned management, ongoing advice, and coordinated execution across every piece of your financial picture ensuring the plan delivers on your goals year-after-year.

We are proudly independent, but we don’t work alone.

From the start, when Aegis Wealth Advisors was founded in 2005, we made the decision to be independent. Why? We didn’t want to be obligated to any brokerage house or investment bank, which could inhibit our abilities to always act in our client’s best interests.

Even though we’re a small independent firm, we do not work alone. Our client-first business model provides the freedom and objectivity to provide a specialized range of investment and financial planning analysis through our strategic partnerships.

These partners complement what we do by providing us and our clients with leading technology and research led by some of the brightest minds in investments, planning, and tax strategy – ensuring cohesion and alignment across every part of your financial picture.

Our Core Beliefs

Financial planning should reduce uncertainty – not add complexity.

Financial advice should be unbiased, free from commissions, and ALWAYS in the client’s best interest - this is why we are fee-only fiduciary advisors.

People deserve the continuity that comes with working with the same familiar financial advisor for decades – not frequent advisor turnover.

Having a financial plan that delivers on a person’s goals requires coordinated execution and alignment.

Located in Lake Country WI & grounded by Midwest values.

We are proudly located in SE Wisconsin, advising individuals, families, and business owners here in Wisconsin and throughout the US. From our offices in Hartland, WI to wherever life may take you, we’ll be with you throughout your journey.

For us, Wisconsin represents spending time with family and friends outdoors, giving back to the community, cheering on our sports teams, and experiencing the many festivals around the state. If we’re able to help you enjoy whatever version of Wisconsin you love, then we’ve done our jobs.

Our Values

Life Before Numbers

We start with who our clients are as people, not what they own or what’s in their bank account.
Their personalized financial strategy follows their life decisions – not the other way around.

Fiduciary Integrity

We provide unbiased financial advice in our client’s best interest – without product pressure, sales quotas, commissions, or shifting incentives. This creates a foundation of trust that we work hard to never break.

Coordinated Accountability

We act as our client’s personal CFO – ensuring every piece of their financial ecosystem – from tax-efficiency to estate planning, investments to social security, business strategy to philanthropy – work together as one integrated plan with coordinated execution.

Data With Purpose

We use sophisticated academic-based data modeling to evaluate real-life tradeoffs – not just optimize portfolios.

Data clarifies financial decisions. It doesn’t replace judgment.

Intentional Relationships

We are selective in who we work with, to ensure we can remain present, consistent, and accountable to your plan, goals, and our commitment through every stage of life and across generations.

We aim to build lifetime relationships.

Clarity Through Education

We empower our clients by simplifying complexity around financial decisions. Through ongoing education and clear communication, we help them make confident, informed decisions.

Our Approach

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Our Team

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