Our Blog
Agili’s Annual Client Survey: What We Heard from You
Written by: Cindy Joyce Consistent Survey Results Are Not Good Enough The Agili team is grateful every day for our clients. As you know, each year we ask for your opinion on what we have done well during the past year as well as (and perhaps more importantly)...
Michael Joyce Named One of America’s Top 1200 Financial Advisors – Again!
Agili is very proud to announce that Michael Joyce was included in Barron's ranking of America's Top 1200 Financial Advisors once again. Barron's Ranking Criteria According to Barron's, the following factors were considered for the ranking:...
Agili Celebrates 30th Anniversary!
Michael Joyce, CFA, CFP® Pens Letter Announcing 30th Anniversary On March 1st, Agili President, Michael Joyce, CFA, CFP® shared the following letter with friends of Agili, announcing the firm's 30th Anniversary. All, I am writing to let you know...
Cody Santmyer Earns CFP® Designation
Congratulations Are in Order! Agili's Cody Santmyer, CFP® has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. A Financial Planning Analyst in the firm’s Richmond office, Cody becomes Agili’s eighth team member with the coveted and highly...
New Doctors – Are You on the Right Financial Path?
At Agili, we work with many new doctors, acting as their Personal CFO and simplifying their financial lives. Financial Strategist and Principal, Marilee Falco, CFP®, ChFC, and Financial Strategist, Sarah Caine, CFP®, developed financial planning tips for new...
How will you use increased Social Security benefits? (Quiz)
Agili’s Latest Retirement Planning Quiz At Agili, we enjoy creating quizzes to test the retirement planning know-how of our clients and friends. Our latest quiz is: How will you use increased Social Security benefits? [interact id="6390a82a757443001648d8b9"...
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