Aegis Consulting's Remarkable Growth with Commonwealth Support
Exciting Growth Journey of Aegis Consulting
Aegis Consulting, a financial advisory firm based in Florida, has recently undergone an impressive transformation, nearly doubling its team of advisors and significantly increasing its client assets. Joining forces with Commonwealth Financial Network has allowed this ambitious firm to expand rapidly in a competitive financial landscape.
Welcoming New Advisors to the Aegis Family
In 2023, Aegis Consulting became part of the extensive network provided by Commonwealth Financial Network, an organization known for dedicating its resources to support financial advisors nationwide. Just 18 months after integrating into the Commonwealth network, Aegis has recorded a remarkable increase in client assets, now reaching nearly $2 billion. The advisor team has also seen substantial growth, expanding from nine to 17 members. Among the latest additions are Mark O’Sickey and Paul Solorzano, both Certified Financial Planners with extensive experience.
Commitment to Advisor Support
Becca Hajjar, the managing principal and chief business development officer at Commonwealth, expressed her enthusiasm for Aegis’s growth trajectory. She stated, “We are committed to supporting fast-growing enterprises and are honored to now include Aegis offices led by Mark O’Sickey and Paul Solorzano.” This supportive culture fosters an environment where advisors can thrive while focusing on delivering exceptional service to their clients.
A Legacy of Experience
O’Sickey and Solorzano both bring a rich history in the financial advisory field, having accumulated a remarkable 31 years of combined experience with Osaic and its predecessor, Lincoln Financial Advisors. Their expertise encompasses a deep understanding of client needs, allowing Aegis to enhance its service offerings.
Adding Value Through Expertise
Aegis’s managing partner, Alexander Harrison, highlighted the significance of welcoming these accomplished advisors: “Mark and Paul are tremendous advisors and people, and we are excited to have them on the team.” Their transition to Aegis is viewed as mutually beneficial, aligning their goals with the firm’s vision for national growth while utilizing Commonwealth's extensive resources.
Wide-Ranging Client Impact
Aegis Consulting services more than 1,300 families through its offices located across Florida, Virginia, Ohio, and California. By expanding their advisor network, Aegis is better equipped to cater to a wider range of client needs and aspirations, fostering relationships that enhance financial literacy and success.
Vision for Expansion
Reflecting on Aegis’s growth vision, Harrison emphasized the importance of creating a national collective of like-minded advisors. This strategy not only enhances their geographic reach but also ensures that every team member remains connected, enjoys their work, learns from each other, and feels integrated into a cohesive framework.
About Commonwealth Financial Network
Commonwealth Financial Network has established a robust support system for financial advisors, enabling them to evolve their practices efficiently. It is recognized as a leader in independent advisor satisfaction, having received accolades from J.D. Power multiple times across the years. With a focus on operational efficiency and business growth, Commonwealth provides tools and resources necessary for advisors to thrive in today’s dynamic markets.
Commitment to Excellence
The firm continues to nurture a culture of excellence and innovation, ensuring that approximately 2,200 independent financial advisors, managing over $296 billion in assets, have the means to provide their clients with tailored financial solutions. Common wealth's dedication to its network reflects its commitment to maintaining high standards in advisory services.
Frequently Asked Questions
What caused Aegis Consulting's recent growth?
The growth is attributed to Aegis Consulting joining Commonwealth Financial Network, which provides extensive support and resources for financial advisors.
How has the team structure at Aegis changed?
Aegis expanded its advisor team from nine to 17, welcoming new talent such as Mark O’Sickey and Paul Solorzano into its ranks.
What types of services does Aegis Consulting offer?
Aegis Consulting provides comprehensive financial advisory services to over 1,300 families, focusing on personalized financial planning and wealth management.
What is Commonwealth Financial Network's reputation?
Commonwealth has a strong reputation for client satisfaction and has been ranked #1 in independent advisor satisfaction by J.D. Power multiple times.
Where are Aegis Consulting's offices located?
Aegis Consulting operates out of multiple locations including Jacksonville, Orlando, Tampa, Boynton Beach, Virginia, Cleveland, San Diego, and San Francisco, among others.
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