Aegis

Aegis Retirement Group

At Aegis Retirement Group we lead with integrity and objective financial advice and leverage our experience and extensive background in behavioral finance to differentiate us in the retirement plan advisor space. Our goal is to work with retirement plan sponsors to increase plan participant enrollment, improve individual plan contributions.

To deliver on the retirement plan goals plan sponsors have established for their plan and plan participants requires a compelling set of analytical tools combined with the principles of behavioral finance. In 2012 Aegis Retirement Group identified and became a member of RPAG, the retirement industry’s leading management platform that strives to create successful outcomes by protecting plan fiduciaries and engaging plan participants. This alliance, coupled with our adherence to behavioral finance in our everyday practice, puts us in a highly focused sector of advisors.

RPAG supports advisors across the U.S., serving over 60,000 plan sponsors, more than $500B in assets under influence, and more than 4 million plan participants.

This convergence of data-driven analysis, iterative client contact, and behavioral finance techniques create the Aegis Distinction.


Aegis Retirement Group and LPL Financial are not affiliated with RPAG.

Our Services

Our Philosophy

We believe that every person deserves the expertise, respect and attention that we provide our clients. From the processes and technology utilized, to the incredible lengths that we go to help assure your goals are met, Aegis is a firm that helps make a difference from day one.


We have the knowledge base, staff, licenses and certifications to do more than just talk about maximizing retirement savings. Many working people in our country understand the concept of compounding interest, but do nothing until it’s too late.


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