About AEGIS Financial and Life
Discover the foundation of AEGIS Financial and Life. Learn about our mission, values, and commitment to providing comprehensive financial solutions. We aim to empower you with the knowledge and tools to achieve your financial goals.
James Brown Jr. is an independent financial professional with over 20 years of experience helping thousands of individuals and families protect their income, plan for retirement, and build long term financial security.
His work integrates financial planning, asset management, and insurance strategies, helping clients address risk, growth, and protection within a coordinated framework.
James specializes in life insurance solutions with living benefits, retirement and income planning, and strategies designed to help clients navigate market uncertainty and life's unexpected events.
Our Comprehensive Approach
AEGIS Financial and Life works through two aligned but distinct financial services relationships: Freedom Equity Group (FEG) for insurance products and services, and First Advisors National RIA (FANRIA) for investment advisory services. Together, these relationships allow us to provide coordinated financial and insurance strategies designed to help individuals, families, and businesses protect, grow, and preserve wealth.
Our Mission
Our mission is simple: make thoughtful financial insight, planning, and opportunity more accessible to everyday Americans.
We serve hardworking individuals and families, pre retirees, retirees, businesses, and 401(k) participants who want greater financial clarity and understand the importance of making informed decisions about their future.
What Makes Us Different
AEGIS Financial and Life brings insurance strategies and fiduciary investment management into a coordinated planning process. Rather than viewing retirement, investments, insurance, income, taxes, business interests, and legacy decisions in isolation, we consider how those decisions may affect one another.
Our goal is not simply to recommend financial products or strategies. It is to help clients understand their choices, identify potential gaps, and make informed decisions within the context of their broader financial lives.
Clarity starts with knowing what you don't know.
Our Core Values
"Integrity. Service. Perseverance. The values that protect today, guide tomorrow, and build generational wealth."
CONNECT
(707) 688-5181
james@aegisfinancialandlife.com
Mon–Fri: 9:00 a.m. – 5:00 p.m.
Other times by appointment