We provide personal wealth advice to successful individuals and families. We believe that wealth is never an end in itself, only a means to an end. We help people make sense of their investments, taxes, estate plan and everything else in life that matters and is affected by money. We are fiduciaries: our clients' interests come first in all matters. We are fiercely independent and strictly fee-only.
Paul Meloan
Co-Founding Partner, Chief Compliance Officer and Managing Partner
Aegis Wealth
United States, Maryland, Bethesda
About Me
Profile Information
Co-Founding Partner, Chief Compliance Officer and Managing Partner
Aegis Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Bethesda
Maryland
United States
Jul 24, 2024
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