Reach higher,
be greater,
do more.
As a privately held, mid-sized company, our owners are our strategists. Our strength lies in our broad expertise and our intention is to provide an unwavering commitment to client service. We are personally invested in your success.
We are not only here to serve our clients with our expertise, strategy, and consultation. Our highly skilled client advocates are prepared to assist our clients in navigating complex insurance and financial matters. They will assist you and your employees in any way – acting on your behalf with providers, insurance companies, pharmacies, or even in the appeals process. Our client advocates are not customer service representatives – they go above and beyond providing thorough assistance and persevering until they achieve resolution for the client.
The credentialed support staff at Magis Advisory Group offers professional and experienced client service. Our customized, proprietary internal software ensures that our entire staff consistently adheres to proven best practices and processes. The experience gained from our mentors has influenced our methodology related to client service and streamlined office processes.
Our Founders
Aaron Marinelli
Co-founder, Magis Advisory Group
Group Benefits Advisor, Corporate Retirement Advisor
FINRA/SIPC, registered representative with Kestra Investment Services, LLC
Aaron is an expert on matters of group benefits administration. Former principal and president at Chapman and Chapman, he has nearly twenty years of experience designing benefits programs and strategically managing the intricacies of their structure and implementation. Aaron designs benefit programs that are both cost-effective and worthy of appreciation from employers and their employee population.
Check the background of Aaron Marinelli on FINRA's BrokerCheck »
Philip Amos, MSFS, CLU, ChFC, CAP
Co-founder, Magis Advisory Group
Financial Advisor
FINRA/SIPC, registered representative with Kestra Investment Services, LLC
As an experienced, second-generation financial advisor, Philip provides management and coordination of private financial affairs including wealth management, estate planning, and insurance brokerage. Philip is a mix of a seasoned professional and entrepreneur who thrives on serving clients at all financial stages of life. Oversight of the entire financial cycle, including wealth accumulation, preservation, and distribution requires an expert. As your financial advisor, Philip and his team help manage your financial house so you can focus on your family and your work.
Check the background of Philip Amos on FINRA's BrokerCheck »
