How Are We Different?

Aegis Wealth Partners specializes in helping small and mid-sized business owners leverage their 401(k) plan to improve employee financial stress.  More than ever, American workers are under financial pressures and that stress impacts their ability to do their job effectively.  Financial stress causes greater employee errors and accidents as well as putting more pressure on co-workers, Human Resources and managers.  The ripple effect of financial stress throughout an organization can cost a small employer hundreds of thousands of dollars per year in lost productivity, creating operational inefficiencies and ultimately eroding profits and the value of the company itself.  Our focus goes far beyond the 3Fs (fees, funds, and fiduciary) and gets to the heart of employee productivity operational efficiency and business valuation.  

We don't see your 401(k) as a stand alone piece of your company.  Most retirement plans are underutilized and companies don't realize the full value of their plan. We look at the big picture and unlock the value of your plan by focusing on ways to improve employee productivity through our 401(k) work.  We also look for opportunities to help you improve operational efficiency.  By keeping one eye on helping plan participants and the other on how a 401(k) can impact other areas of your business, we ultimately help you to increase the value of your company.