Thorhill Financial

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 maximize their Social Security benefits, manage their financial life, and implement a prudent investment strategy. 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 and U.S. News World Report.Generated from the website

Rogers Investment Advisors LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area, licensed as a registered investment advisor by the State of California. Catering to high-net-worth individuals, small foundations, and businesses, the firm provides a high level of personalized service tailored to meet the unique needs of its clients. Specializing in both discretionary and non-discretionary portfolio management, Rogers Investment Advisors focuses on publicly listed securities while ensuring discretion and confidentiality. The firm offers customized and diversified portfolios with access to world-class fund managers, all under a no-commission, asset-based advisor pricing model. Generated from the website