by Cindy Joyce | Nov 22, 2023 | Agili Personal CFOs, Agili Team Members, News
Michael Joyce recently sat down with Lehigh Valley Business’s Stacy Wescoe to discuss Agili’s 30th Anniversary. Those with subscriptions to LVB can read the entire story here. Read the entire Lehigh Valley Business story below in italics: ...
by Cindy Joyce | Oct 26, 2023 | Agili Team Members
We are thrilled to announce that Agili has been named one of America’s Top RIA Firms in 2023 by Forbes and Shook Research. To earn this recognition, Agili had to meet the following criteria. Forbes and Shook Research Rank America’s Top RIA Firms ...
by Cindy Joyce | Sep 26, 2023 | Agili Team Members, Financial Planning, Investing, News
New Agili Team Members Announced in Richmond Times Dispatch Agili recently shared new hire announcements in the Richmond Times Dispatch. We have been excited to welcome Scott Bracey, Jack Kennedy, and Lori Schattner in the firm’s Richmond office over this past year....
by Cindy Joyce | Sep 14, 2023 | Agili Team Members, Financial Planning, News
RIABiz.com recently published an article about Tom Bradley’s oversight of custodian TD Ameritrade’s conversion to Schwab. Agili President, Michael Joyce, was featured in the article and provided comments: “Right before the Labor Day weekend merger,...
by Cindy Joyce | Aug 31, 2023 | Agili Team Members, Financial Planning
Peter Byrd, CFP®, a Financial Planning and Portfolio Analyst in our Richmond office, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification. About the CERTIFIED FINANCIAL PLANNER™ Certification Administered by the CFP Board, the CERTIFIED FINANCIAL...
by Cindy Joyce | Aug 11, 2023 | Agili Team Members
Written by Kyle Joyce Every day at Agili begins the same — I walk in and am greeted by everyone in the office. The friendly environment at Agili immediately extinguished any anxiety I had when I initially started. After I get to my desk, I log on to my computer....
