Frequently Asked Questions

No, there is no hard minimum. With our help, you should expect to save and grow your money to $5 million within five years of joining us.

Each of our clients receives a personalized investment mix tailored to their specific goals and needs. Because of this customized approach, we don’t have a single firm-wide track record. You can expect your investments to be managed to achieve the results outlined in your personal financial plan.

 

Yes, we are a fully independent, fee-only fiduciary firm. We don’t earn commissions or sell products, and we have no ties to any broker-dealer, insurance company, or bank. Simply put, we work solely for our clients—and always in their best interest.

No. We do not file income tax returns. However, we work closely with other professionals like your CPA, estate planner, trustee, and insurance agent as a team to foster a forward-looking planning process. 

We have an investment strategy we call the AEGIS Investment Process. Here is a link to help you better understand how we invest.

We are conveniently located in Mansfield, Las Colinas, and Fort Worth for easy access to anyone in the North Texas region.

Our typical client is a closely held business owner. Because their wealth is often tied up in the business, they face unique financial planning challenges. We specialize in helping business owners navigate these complexities and build a more balanced financial future.

 

We take a team-based approach, so you won’t be assigned to just one advisor. Instead, our entire advisory team works together to support every client. This ensures you benefit from our collective expertise and always have consistent, seamless support.

We specialize in working with business owners and executives. As independent fiduciaries, we offer conflict-free advice tailored to your goals—not tied to products or commissions.