by Cindy Joyce | Jul 6, 2023 | Agili Team Members
Michael Joyce Included on the “100 RIAs to Watch” List We are very proud to announce that, once again this year, Michael Joyce was named one of AdvisorHub’s 2023 Advisors to Watch. He is included on the 100 RIAs to Watch list. According to...
by Cindy Joyce | Jun 9, 2023 | Agili Team Members, Taxes
by Adrienne Martin At Agili, we enjoy going above and beyond on behalf of our clients. As a team, we make every effort to do so, and we often share our knowledge internally so that we can help clients in similar situations. We thought we would share some...
by Cindy Joyce | Jun 1, 2023 | Agili Team Members
Earlier this week, the Richmond Agili team headed out to Brambly Park to celebrate Portfolio Analyst Scott Bracey’s recent marriage. We thought we’d share a few photos from the gathering. Everyone on the Agili team, in both Richmond and Bethlehem, wishes...
by Cindy Joyce | Mar 16, 2023 | Agili Personal CFOs, Agili Team Members
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)...
by Cindy Joyce | Mar 15, 2023 | Agili Team Members
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...
by Cindy Joyce | Feb 14, 2023 | Agili Team Members, Financial Planning
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...
