Aegis Wealth Group

Business Details

20 Years

experience

Your Trusted Partner for Financial Planning Solutions

Aegis Wealth Group was founded in 2006 with a mission to help families establish financial legacies through personalized, expert guidance. Our team of Certified Financial Planners, PhDs, and MBAs brings over 100 years of combined experience in financial planning, investment management, and tax strategies. We operate as an employee-owned firm, prioritizing client relationships and long-term trust over transactional interactions. Recognized as Best of Salt Lake City in Financial Services in 2021 and 2022, we maintain a fiduciary commitment to act in our clients' best interests. Our advisors hold advanced credentials including CFP, CRPC, and CEP designations, ensuring comprehensive expertise across domestic and international markets.

We specialize in 1031 exchanges, opportunity zones, and succession planning, addressing complex financial needs with tailored solutions. Client testimonials highlight our consistent 5-star service and ability to simplify intricate financial concepts. As an SEC Registered Investment Advisor, we adhere to rigorous compliance standards while maintaining transparency in all client communications. Our collaboration with legal and insurance professionals enables holistic financial strategies that adapt to evolving client circumstances. Through continuous academic research and industry innovation, we remain at the forefront of financial advisory services, empowering clients to achieve their goals with confidence.

Services

Financial Planning Investment Management Tax Planning Insurance Services Retirement Planning Succession Planning Wealth Management Estate Planning Risk Management Portfolio Management

Details

Year established: 2006

Highlights and features

We have over 100 years of combined experience in financial advisory services.
Our team includes Certified Financial Planners and investment specialists.
We operate as an employee-owned fiduciary firm with SEC registration.
Recognized as Best of Salt Lake City in Financial Services (2021-2022).
We maintain transparent fee structures and personalized client relationships.

Associations and certifications

What people say

5-star service Personalized solutions Expert financial guidance Long-term relationships Transparent communication

Website

Update Listing

Services

Financial Planning

Our financial planning service creates comprehensive roadmaps for achieving long-term financial goals. We analyze your current financial situation, risk tolerance, and future objectives to develop customized strategies covering investments, tax optimization, and retirement planning. With CFP professionals and PhD-level analysts, we ensure data-driven recommendations that adapt to changing life circumstances.

Investment Management

We offer personalized investment management tailored to individual financial objectives and risk profiles. Our team of portfolio managers with advanced degrees and CFA credentials constructs diversified portfolios using both domestic and international market opportunities. We specialize in alternative investments like 1031 exchanges and opportunity zones while maintaining rigorous compliance with SEC regulations.

Tax Planning

Our tax planning service integrates with overall financial strategies to minimize tax liabilities through legal optimization techniques. Certified tax specialists work alongside investment advisors to coordinate tax-efficient investment strategies, charitable giving plans, and retirement account management. We focus on proactive tax planning rather than annual tax preparation to maximize long-term savings.

Retirement Planning

We develop customized retirement plans considering Social Security optimization, pension structures, and sustainable withdrawal strategies. Our advisors with CRPC and CEP designations create phased retirement approaches and succession plans for business owners. We incorporate longevity projections and healthcare cost modeling to ensure financial security throughout retirement years.

Succession Planning

Our succession planning service addresses intergenerational wealth transfer and business continuity strategies. We coordinate with legal professionals to implement estate planning tools like trusts and charitable remainder trusts. The service includes business valuation analysis, buy-sell agreements, and legacy planning to preserve family wealth across generations while minimizing tax implications.

People

Roy Jones

CEO | Co-founder

Certified Financial Planner with 25+ years of experience. Holds MBA from University of Utah. Specializes in retirement planning and tax-efficient investment strategies. Leads Aegis Wealth Group's strategic direction while maintaining active client relationships.

Joshua Jones

President | Co-founder

CFP professional with expertise in portfolio management. Holds MBA from Brigham Young University. Focuses on client acquisition and investment strategy development. Co-founded Aegis Wealth Group to create a client-centric financial advisory firm.

Jason Lindquist

Director of Investments

PhD in Financial Economics with specialization in quantitative investment strategies. Manages portfolio construction and risk assessment models. Previously worked at major institutional investment firms before joining Aegis Wealth Group.

Monica Akbar

Chief Compliance Officer

Regulatory compliance expert with 15+ years in financial services. Oversees all compliance operations and client experience standards. Ensures adherence to SEC regulations and industry best practices.

Cassandra Johnson

Senior Operations Specialist

Operations specialist managing day-to-day firm logistics. Coordinates client onboarding processes and internal systems implementation. Holds Series 65 license and focuses on operational efficiency improvements.

Questions

What financial planning services do you offer?

We provide comprehensive financial planning covering retirement strategies, tax optimization, estate planning, investment management, and risk management tailored to individual client needs.

Are you legally required to act in my best interest?

Yes, as an SEC Registered Investment Advisor, we operate under fiduciary standards requiring us to prioritize client interests above all other considerations in our advisory relationships.

How are your investment strategies developed?

Our investment strategies combine academic research with market analysis, using both quantitative models and fundamental analysis to create diversified portfolios aligned with client risk tolerance and goals.

What credentials do your advisors hold?

Our team includes Certified Financial Planners (CFP), Chartered Retirement Planning Counselors (CRPC), Certified Estate Planners (CEP), and professionals with PhDs and MBAs in financial disciplines.

How do you charge for your services?

We use transparent fee structures based on assets under management, with no hidden commissions or transaction fees. Specific pricing details are provided during initial consultation.

What areas do you serve?

While based in Midvale, Utah, we serve clients nationwide through virtual consultations and digital portfolio management tools, maintaining the same service quality regardless of location.