Wealth Enhancement Acquires AEGIS Financial

Wealth Enhancement is acquiring AEGIS Financial, an independent RIA with locations in Oshkosh, Appleton, and Milwaukee, Wisconsin. The team of five advisors and ten support staff oversee more than $468 million in client assets and is led by William Bowman.

Jeff Dekko, chief executive officer of Wealth Enhancement, said, “We are proud to welcome the AEGIS Financial team to Wealth Enhancement. AEGIS Financial brings nationally recognized expertise, demonstrated by William Bowman’s inclusion on the Forbes Best-In-State Wealth Advisors list in Wisconsin for five consecutive years*, a testament to the exceptional quality of their practice.”

Dating back to 1993, AEGIS Financial provides services in financial planning, retirement, tax mitigation, wealth transfer, estate planning, and investment strategy. The firm serves individuals, families, and business owners.

William Bowman of AEGIS Financial said, “This partnership opens the door to expanded capabilities and new opportunities for our clients. Our firm and Wealth Enhancement share the same core values and are equally committed to the mission of empowering clients to achieve their financial goals for generations to come.”

Jim Cahn, chief strategy officer of Wealth Enhancement, said, “Wisconsin has been a strong growth market for us since we first entered it in 2018, and we look forward to building on that momentum. We’re excited to see the AEGIS Financial team continue to excel with the resources and backing of our national platform.”

The acquisition of AEGIS Financial is expected to close on December 31, 2025. Wise Rhino served as the advisor to AEGIS Financial in the transaction.

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