New Video! About Agili: Get to Know Your Personal CFO
We are excited for you to view our latest video, About Agili: Get to Know Your Personal CFO, featuring Agili President, Michael Joyce; Principal and Financial Strategist, Jamie Malone, and Chief Operating Officer, Cindy Joyce. Watch Video Here Fee-Only Pioneers...
Financial Management for Young Adults
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
Prescription for Financial Health: Financial Management for Doctors
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
Getting to Know: Cody Santmyer
Cody Santmyer joined Agili in January and we asked him to tell us a little bit about himself. As a Portfolio/Investment Administrator, he supports Agili’s financial strategists by compiling reports and assisting with the implementation of investment strategies. We are...
Three Components of Personal Financial Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning -- debt reduction, savings and retirement planning, and investing...
Agili Market Insights: First Quarter 2021 Views
Click here to watch our latest video Agili Market Insights: First Quarter 2021 Views. Agili President, Michael Joyce, begins the video saying 2020 did not feel like one year – it felt like ten! “When 2020 began, little did we know we would have a pandemic and then an...
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018