$360MM AUM | $3MM Rev in
The firm dates back to 1986. In 2011 William Bowman, CPA merged with the firm. Under William Leadership the firm has maintained continued growth and has received back to back Forbes Best in State Designations. As a Fiduciary AEGIS Financial is 100% Fee Based and specializes in tax reduction strategies along with other traditional Wealth Management services. In 2020 we launched Ascend as a division to provide streamlined services of a reduced price for entry level clients. We operate out of three locations, Appleton, Oshkosh, and Milwaukee and have a Team of 19 individuals.