Aegis Financial Advisory

Aegis Financial Advisory is a Fee-Only financial planner with offices in Portland, OR and Santa Clara, CA.

As a Fee-Only advisor, our only compensation is the fee you pay us and our only loyalty is to you. Our approach is comprehensive and reflects our belief that financial planning is a process and not a one-time event.

All of our work with you will be centered on your priorities, not ours, and our success will be measured by how well you achieve and maintain the life you deserve.

Contact us to learn how we can help you live the life you deserve.