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The best compliment you can pay us is to refer a friend. Thank you!

We provide fee-only, customized investment advisory and financial planning services with a focus on risk management for individuals, families, and small businesses. You can count on our personalized, hands-on service that allows us to fully understand your unique needs and goals over the long term.


We don't make that last statement lightly, either. At Aevitas, we're proud to service clients from generation to generation.

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