Why Agili?

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)
  • Fiduciary
  • 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.

Our Offices

Richmond, Virginia

804.358.2702
info@agilipersonalcfo.com
1806 Summit Avenue
Suite 100
Richmond, VA 23230

Richmond, Virginia

804.358.2702
info@agilipersonalcfo.com

1806 Summit Avenue, Suite 100
Richmond, VA 23230

We recommend parking at the parking garage located at 75 West North Street, Bethlehem, PA 18018. We are able to validate tickets for this parking garage.

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.

We Look Forward to Hearing from You

If you would like to submit more detailed information to get started now, click here.

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1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018