About
Effective financial advice for contractors begins with understanding the business — because without it, the advice is missing the most critical piece.
The Firm
A registered investment advisor built exclusively around the financial complexity contractors face.
Your business drives every financial decision you make. Most advice never accounts for it.
Aegis Wealth Partners was founded specifically for that complexity. The ALIGN™ framework combines deep experience in business finance with the planning expertise of a CERTIFIED FINANCIAL PLANNER™ professional — because understanding a contractor's business and translating it into sound personal financial advice requires both.
Working exclusively with contractors means knowing how these businesses actually operate — the cash cycles, the billing complexities, the gap between what the statements show and what's actually available. That knowledge is what makes our advice reliable.
Dave founded Aegis Wealth Partners after a career spanning mutual fund distribution, private equity, investment banking, and work as a financial advisor. That background shaped how he approaches financial planning for business owners — not as an extension of individual planning, but something that requires its own framework entirely.
Dave is a double graduate of Arizona State University and holds the CFP® and CEPA designations. Outside the office, he loves to travel, cook, and read. He also trains in Muay Thai, Giron Arnis, and Iaido.
It costs nothing and requires no commitment.
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