Aegis Financial Advisory is a Fee-Only Fiduciary financial planner based in Portland, Oregon and the San Francisco Bay Area. Specializing in retirement planning for pre-retiree and retiree couples, they offer comprehensive financial planning services, including Social Security planning and investment management, to ensure a secure and worry-free retirement.
With a focus on client-centered planning, Aegis Financial Advisory helps individuals and couples manage their financial lives, maximize Social Security benefits, implement prudent investment strategies, and continuously monitor progress to stay on track. Their founder and principal, Joseph Alfonso, is a recognized expert in the field and has been featured in reputable publications such as the Wall Street Journal, The Chicago Tribune, Time, and U.S. News World Report.
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