'The Whole Bowl' -- aerial of Anchorage, Alaska.


Bob Barry, CFP
Barry Capital Managment, Inc.
Washington, New Jersey
Nancy Blunck, MS, CFP
Blunck Financial
Anchorage, Alaska
Rick Clarke, CPA
ZRC Financial Services, LLC
Santa Rosa, California
Bill Dix
Fortune Management, LLC
Raleigh, North Carolina
Mike Durant, CFP
Belmont Financial Group
Belmont, Massachusetts
John Eckel, CFP, CFA
Pinnacle Investment Management, Inc.
Simsbury, Connecticut
Tom Gnuse
HTG investment Advisors Inc.
New Canaan, Connecticut
Kathleen Kee, CFP
Pacific Investment Advisors, LLC
Portland, Oregon
Marty Kurtz, CFP
The Planning Center
Moline, Illinois
Susan John, CFP, AIF
Financial Focus, Inc
Wolfeboro, New Hampshire
Ben Tobias, CFP, CPA, PFS
Tobias Financial
Plantation, Florida


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