At Agili, we are committed to delivering financial peace of mind so that you can focus on what matters most to you. Since 1993, we have been simplifying our clients’ financial lives by offering fee-only financial planning and investment management.
What Makes Us Different?
- Registered Investment Advisor (RIA)
- Legally bound by the SEC to work solely in the best interest of our clients
- Fee-only. (Clients pay us a fee based on their asset level.)
- No commissions on investments. (We’re not brokers.)
- Team of experts (CFAs, CFPs, CPAs)
- We act as our clients’ Personal CFO
As a firm, we enjoy long-term relationships with our clients. We’d love for you to complete our short questionnaire to start a conversation about how Agili can act as your Personal CFO to help you achieve your dreams!
For answers to other questions you might have, please review our FAQs.
Looking for a Fulfilling Career?
At Agili, we are always looking for talented, fufillment focused individuals to join our team. If you are interested, please submit your resume and we will be in touch when we have an open position that matches your qualifications.