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All we do is driven by our financial planning system. Some areas of focus are tax-sensitive investing, 1031 exchanges, & advanced portfolio analytics.
We are uncompromising fiduciaries: Our clients come first. Our three core services include financial planning, dedicated financial advisors, and unified managed investment account management.
08/12/2020
Joshua was recently quoted in the August, 2020 issue of the Journal of Financial Planning.
Exploring the Gray Zone Between Active and Passive FPA provides professional development and practice management support to CFPs and financial planning professionals. Find out what FPA can do for you!
10/02/2016
The Distinguished Gentleman's Ride raised $3.5mm this year. Ride with us in 2017.
10/02/2016
Aegis friends, meet the principals of Cederian Investments, Seth Merrill and Jason Lindquist. You won't like them unless you like really kind, exceptional people with unshakeable integrity.
03/05/2016
That would be Eugene Fama, Nobel Laureate. He's kind of smart.
03/04/2016
Visiting our investment team in Santa Monica
02/19/2016
Millions of people rely on projections from online tools that are dangerously optimistic.
We may be missing something, but if anyone can figure out how to get 7% a year out of a bond with a 3% yield and invest for free please let us know.
New Study Questions Retirement Planning Calculators’ Accuracy That online retirement planning tool just might be hazardous to your financial security in later life.
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Midvale, UT
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |