Aegis Wealth Advisors, LLC

Aegis Wealth Advisors is a fee-only financial planning and investment advisory firm based in Hartland, Wisconsin. We look at the big picture concerning your finances with the goal of achieving or enhancing your peace of mind. The first and most important thing we do is listen.

Our firm was established in 1992. We are registered with the Wisconsin Department of Financial Institutions (wdfi.org) and Financial Industry Regulatory Authority (finra.org) as a Registered Investment Advisory Firm.

Our Professional Team of independent Estate Planning Attorneys, CPA’s, Insurance Agents, and other Trusted Partners ensure our clients receive the objective and comprehensive advisory services they deserve. We are also pleased to work in collaboration with our clients’ existing Accountant, Attorney, or other trusted advisors.