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Our qualifications

At Aegis Wealth Partners, LLC we are committed to bringing cutting edge industry knowledge to our clients in the fields of financial, tax, estate, retirement, and college planning along with maintaining the highest level of personal conduct and ethics.  

Here is a list of current designations obtained by Aegis Wealth Partners staff.

Certified Financial PlannerTM. The CFP® designation is a rigorous program that requires individuals to complete a university-sponsored study program.  Certificants have up to 21 months to complete this rigorous coursework in the field of ethics, financial planning, insurance, tax planning, estate planning, retirement planning, and investments followed by a capstone course to put all the concepts into use. Following successful completion of the education requirement, the certificant is required to pass a comprehensive 6 hour exam.

The Certified College Financial Consultant (CCFC) is the premier designation in the field of college planning that includes education funding, tax credits and deductions, and studen loan advising.  We are able to guide our clients through the complexities of filing financial aid forms (FAFSA, CSS Profile, and Institutional forms), negotiate financial aid awards, and assist in searching for scholarships and grants.

Certified Exit Planning Advisor (CEPA). This is for our business owner clients.  As a CEPA, we help business owners unlock value in their companies to help them prepare for the eventual sale or transfer of the business to family, strategic partners or financial investors. We partner with attorneys, CPAs, valuation experts and other professionals in a collaborative setting to understand our clients' needs and time frame.

Certified Employee Benefit Specialist (CEBS). CEBS certification represents the pinnacle of employee benefits knowledge.  The CEBS program consists of 5 exams in the areas of company sponsored retirement plans, group health and welfare plans, as well as issues involved in the administration, regulation and compliance of these plans.