About Us

Dave Schiller founded Aegis Wealth Partners after a career spanning financial advising, mutual fund distribution, private equity, and investment banking. This broad experience gave him a deep understanding of how companies grow, how owners build value, and how employees’ financial well-being impacts business performance.

Aegis Wealth Partners is an Arizona-based Registered Investment Advisor specializing in 401(k) plan strategy, fiduciary advice, and financial planning for business owners and their employees. Dave is a double graduate of Arizona State University and holds multiple advanced industry credentials. Outside of work, he enjoys reading, cooking, playing bass guitar, and training in Brazilian Jiu Jitsu and Iaido.

Founder’s Message

“I started Aegis to give business owners and their employees something the industry rarely delivers—real fiduciary advice, practical financial guidance, and a 401(k) experience that actually strengthens a company. My mission is simple: support your people, make your plan easier to run, and help you grow the value of your business.”

— Dave Schiller, Founder