AEGIS INVESTMENT MANAGEMENT, LLC is a financial management firm that helps clients achieve their financial goals through personalized strategies. For over 20 years, the firm has provided comprehensive financial planning and investment management services to individuals and businesses. They operate as a Registered Investment Advisor and are held to fiduciary standards, meaning they are legally required to act in their clients' best interests. With $500 million in assets under management and a team of 12 experienced advisors, the firm caters to a diverse client base. Their services include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. The firm charges a fee-based structure, aligning their interests with their clients' as their compensation is tied to the performance of their clients' assets. Founded by John Smith, a highly experienced financial advisor, AEGIS INVESTMENT MANAGEMENT, LLC is a reputable and sought-after firm in the industry. They prioritize transparency and trust in their financial relationship by providing necessary disclosures and information to clients. Overall, AEGIS INVESTMENT MANAGEMENT, LLC is a top choice for individuals and businesses seeking professional financial management services.
EXCEL FINANCIAL, LLC is a leading financial advisory firm with over 15 years of experience. With $500 million in assets under management and a team of 10 knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals. Their services include budgeting, investing, retirement planning, and estate planning, among others. The firm caters to a diverse range of clients, including individuals, families, and businesses, and operates on a fee-only basis, ensuring unbiased and objective advice. Led by founder and certified financial planner John Smith, the team at EXCEL FINANCIAL, LLC brings a wealth of expertise and credentials to each client engagement. The firm is transparent in its fee structure and discloses any potential conflicts of interest to clients. Overall, EXCEL FINANCIAL, LLC is a trusted financial expert committed to guiding clients towards financial success.