Aegis Wealth Partners

Who We Are

At Aegis Wealth Partners, we are dedicated to helping business owners unlock the full potential of their company. We believe that every business has the potential to increase in value, and our mission is to guide entrepreneurs through the challenges of building the value of their company and preparing for an eventual exit. Our team of experienced professionals is committed to providing tailored solutions to help business owners achieve their goals.

Our Mission

Our mission is to proactively engage plan participants to reduce their financial stress and help them lead happier and more prosperous lives. We aim to help plan sponsors improve operational performance by addressing issues of low employee engagement, low productivity, and absenteeism and turnover rates. We also strive to help Human Resources personnel simplify their 401(k) workload responsibilities and improve plan sponsor profitability by reducing the indirect costs of financial stress and subsequently help boost a plan sponsor's company valuation.

How We Work

At Aegis Wealth Partners, we take a forward-thinking approach to our work. We believe that progress and an open mind go hand in hand, and we actively aim to integrate new techniques and the latest technologies to improve the experience of our clients. We are committed to involved, personable communication, providing a high level of contact to business owners and their employees to help instill clarity every step of the way. As a fiduciary, we uphold a high standard of integrity, where the best interest of our clients is paramount.

Our Services

We offer a range of services designed to help business owners achieve their goals. These include:

• Company Retirement Plans: We help business owners design and implement company retirement plans that benefit both the company and its employees.
• Retirement Plan Consulting: Our experts work with business owners to create customized retirement plans that meet the needs of their business and employees.
• Key Employee Compensation Planning: We help business owners design competitive compensation packages that attract and retain top talent.
• Exit and Succession Planning: Our team helps business owners plan for the transition of their company, ensuring a smooth handover and maximum value.
• CompliancePro 401(k) Consulting: We provide expert guidance on 401(k) plan compliance, helping businesses avoid costly penalties and ensure their employees' benefits are secure.

Plan Participants

We also offer a range of resources and services to plan participants, including financial planning, tax planning, college planning, student loan repayment and refinancing, and more.

Resources

We believe in empowering our clients with the knowledge and tools they need to achieve their goals. That's why we provide access to a range of resources, including e-books, articles, and webinars.

Contact

We would be delighted to connect with you and discuss how we can help your business achieve its full potential. Please don't hesitate to contact us to schedule a call or learn more about our services.