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+1 503-290-1089
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| 5200 SW Meadows Rd Ste 150, Lake Oswego, OR, 97035 | |
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700 ftKruse Way & Kruse Woods
900 ftKruse Way & Westlake Drive
0.3 miKruse Way & Carman
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Specialties
Aegis Financial Advisory is a wealth manager advising clients in all areas of their financial life and guiding them through life’s many transitions, both expected and surprise. As a Fee-Only advisor, our only compensation is the fee you pay us and our only loyalty is to you. Our approach is comprehensive and reflects our belief that financial planning is a process and not a one-time event.
All of our work with you will be centered on your priorities, not ours, and our success will be measured by how well you achieve and maintain the life you deserve.
History
Established in 2006.
Our mission is to help you identify your key life goals and the obstacles standing in the way of your achieving them. We then apply our knowledge and experience to help you knock these obstacles down, one by one. Unlike many advisors, we do not lead with solutions. We focus first and foremost on you and helping you determine what you want to achieve. The better job we do together uncovering your goals, the more naturally the solutions for realizing them will flow and the more closely these goals will fit your values and core beliefs.
Meet the Business Owner
Joseph A.
Business Owner
Joe is a Certified Financial Planner™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe is also a member of ACA (Alliance of Cambridge Advisors), a national organization of fee-only financial planners who follow a comprehensive approach based on the belief that true planning is an ongoing process requiring continued client engagement.
He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.
Joe is fluent in both Japanese and Spanish. He lives in Lake Oswego, OR.
