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'The Whole Bowl' -- aerial of Anchorage, Alaska. |
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AEGIS Group
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Nancy Blunck, MS, CFP
Blunck
Financial
Anchorage, Alaska
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Rick Clarke, CPA
Zainer
Rinehart Clarke - DFK
Santa Rosa, California
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Bill Dix
Fortune Management, LLC
Raleigh, North Carolina
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Mike Durant, CFP
Belmont Financial Group
Belmont, Massachusetts |
John Eckel, CFP, CFA
Pinnacle Investment Management, Inc.
Simsbury, Connecticut
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Tom Gnuse
HTG investment Advisors, Inc.
New Canaan, Connecticut |
Kathleen Kee, CFP
Pacific Investment Advisors, LLC
Portland, Oregon |
Pamela Krueger
South Texas Money Management, Ltd.
Austin, Texas |
Marty Kurtz, CFP
The Planning Center
Moline, Illinois |
John Ritter, CFP, CFS
Ritter Daniher Financial Advisory, LLC
Cincinnati, Ohio |
Jeanne Robinson
The Marshall Group
Doylestown, Pennsylvania |
Ben Tobias, CFP, CPA, PFS
Tobias Financial
Plantation, Florida
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Robin Young, CFP, RLP
Northstar Financial Planning
Londonderry, New Hampshire |
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About Aegis Group:
- 13 independent financial planning & investment
management firms
- All fee-only
- Highly experienced, national reputations
- Map shows current member locations
Aegis Group purpose:
To enhance each other’s professional skills through
sharing of knowledge, expertise, and resources in a
non-competitive, confidential and supportive environment
Regular contact with each other:
- Monthly hour-long conference calls
- (Almost daily) emails
- Annual on-site meetings for peer review and technology
sharing
- Network meetings at national conferences
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