Making the Most of the Benefits You Already Have

Written By: Jen Pieson Agili customizes individual financial plans for each of our clients; it's one of the ways we aim to be our clients' Personal CFO. The beginning of a client relationship usually involves a flurry of activity wherein we coordinate the opening of...

read more

Getting to Know: JT Beck

Name:  JT Beck Your position at Agili:  Portfolio/Investment Administrator Educational background:  University of South Carolina; St. Christopher's School Describe your family:  I'm one of three sons...all of whom have great senses of humor, but can be serious when...

read more

Multifactor Authentication: Protecting You from Cybercrime

Written by:  Van Nguyen, FPQP™ If you do online banking, pay bills online, or log into your investments accounts online, you have undoubtedly encountered the joys of multi-factor authentication.  In addition to the standard username and password, you are required to...

read more

Archives

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018