AEGIS FINANCIAL ADVISORY

Our mission is to help you identify your key life goals and the obstacles standing in the way of your achieving them. We then apply our knowledge and experience to help you knock these obstacles down, one by one. Unlike many advisors, we do not lead with solutions. We focus first and foremost on helping you determine what you want to achieve. The better job we do together uncovering your goals, the more naturally the solutions for realizing them will flow and the more closely these goals will fit your values and core beliefs... Loyalty.We don't sell any financial products or receive any commissions. As a fee-only financial advisor, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you... All-inclusive approach.Together we evaluate all aspects of your finances and design a long-term strategy whose components complement each other and reflect your values and life goals. We focus attention on areas of your financial life that..

Also known as: Aegis Financial Advisory, LLC

Primary location: Cupertino United States