About Our Firm

Aegis Financial, LLC is a wealth advisory firm located in central Ohio. Our team brings over eighty years of financial services expertise providing solutions to the diverse needs of individual, family, business and professional practice in an increasingly complex marketplace. As a member of the Shield Companies, we provide clients innovative strategies, targeting debt and taxes, enabling increased control over spending, debt, savings and taxation. Our mission: Financial Freedom, Safety and Security.

Financial Freedom

At Aegis Financial, we provide the resources necessary to help clients manage the risks inherent in today’s complex economic environment. We understand that there are few things in life that bring more satisfaction and comfort than financial peace of mind. Our goal is to help you achieve a secure, sustainable and predictable financial environment. Our clients are our number one priority. Our success is their long-term financial well-being.