Michael Francis Bearer

Finance

Commercial Services

Consumer Services

Profile

Mr. Mikchael F.
Bearer, CPA, is Co-Founder & Managing Director at Aegis Wealth Management LLC.
Prior to forming Aegis in 2005, Mr. Bearer was a Partner and East Zone Director of Private Client Services (“PCS”) at Ernst & Young.
He has been a national lecturer in various education programs as well as a frequent speaker on topics involving financial planning, estate planning, charitable giving, investment planning, and asset allocation.
I Mr. Bearer holds the PFS designation from the American Institute of CPAs.

Former positions of Michael Francis Bearer

Companies	Position	End
Aegis Wealth Management LLC Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses.	Founder	01/02/2015
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.	Corporate Officer/Principal	31/12/2004

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Training of Michael Francis Bearer

Oklahoma City University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

1st degree companies

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Linked companies

Private companies	2
Aegis Wealth Management LLC Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses.	Finance
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.	Commercial Services