Broker Check

Guiding you through every stage of your financial journey with personalized financial life planning. 

Begin Here

What We Do 
Building Lasting
Relationships for
Lifelong Impact

At Aegis Financial Partners, we believe that long-term relationships are more important than short-term gains. We walk with our clients through every stage of life, providing cross-disciplinary planning that identifies coordination gaps and missed opportunities.

Our one-page Statement of Financial Purpose serves as a roadmap, helping clients achieve financial independence, avoid being a burden on the next generation, and gain clarity and confidence about their financial future.

Who We Help 
Tailored Solutions for
Diverse Client Needs

Life Transitioners

Life Transitioners

Navigating major life changes with confidence and clarity.

Learn more
Business Owners

Business Owners

Strategies to help enhance your business value and planning for a successful transition.

Learn more
Retirees

Retirees

Strategies to help achieve financial independence and for a lasting legacy.

Learn more

How We Help
Personalized Touch for Your Financial Well-being

Get In Touch


Financial Planning
Tailored solutions designed to meet your unique needs.

Retirement Income Planning
Strategies design to creating sustainable income for financial independence. 

Business Succession Planning
Strategies to help with a smooth transition of ownership and leadership.

Wealth Management
Integrated personal and business financial planning.

Investment Management
Personalized portfolios designed to meet your individual needs.

Prepare for Financial Independence

Ready to take the next step toward financial independence?

View Our Calculators

Who We Are 
Our Journey of
Excellence and
Commitment

1986
Founded with a mission to guide clients toward their financial goals.

2006
Adopted the name Aegis Financial Partners to reflect our commitment to protection and partnership.

2017
Derek Tuz joined as a partner, bringing fresh perspectives and a steadfast commitment to our future.

Empowering You With 
Financial Knowledge

Explore our Knowledge Library for valuable resources, insights, and tips to help you make informed financial decisions. From articles and guides to videos and webinars, we have the information you need.

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More
The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More
U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More

Take the First Step
Toward Financial Clarity

Schedule a call today and discover how we can help you
achieve your financial goals with confidence and a sense of security.

Get In Touch