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.
I am writing to let you know that, today, Agili celebrates our 30th Anniversary. It is hard to believe!
When we opened our doors on March 1, 1993, we were pioneers of the fee-only financial planning model. After 30 years in the industry, we continue to believe strongly that our clients are better served because we do not receive commissions on the products we recommend.
Looking back over the years, what has been most gratifying to us as a firm are the relationships we have built with our valued clients and friends. We are grateful that our clients entrust us to serve as their Personal CFO, celebrating their successes and helping them through all phases of life. In addition, we remain thankful for the support of our dear friends.
Thank you for marking this important milestone with us.