Welcome to the future of total financial planning! The Raymond James financial advisors at Aegis Wealth Advisors, LLC, bring a breath of fresh air to the financial planning market. Through old fashion values, going the extra mile, and using cutting edge technology and research, our team takes a fresh approach to client support while providing quality service for all clients. The product mix offered through Raymond James Financial Services includes stocks, bonds, mutual funds, options, futures, annuities, insurance and real estate products.

We are an equal opportunity business making our expertise, exemplory services and products offered through Raymond James Financial Services, Inc., available to facilitate the realization of our clients' financial goals and needs. 

Though the company is based in Houston, our clients are located throughout the United States. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer.

Mission

To the ancient Greeks, the Aegis was Zeus’ celestial shield and was emblematic of heavenly majesty. Today, the word is synonymous with guidance and protection. Our goal, like the shield of yore, is to represent, guide and manage the financial resources and well-being of our clients.

In an ever-changing, fast-paced world, success is determined by good choices with lasting effect. Communication is essential. We will strive to be the preferred choice for clients in addressing their financial situations. Through consistent, dependable professionalism, we strive to ensure a worry and hassle-free support system to assist our current clients and acquire new ones.

 

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