Allow Us to Introduce Ourselves

Here, at Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation.

For over 25 years, our firm has been grounded by our commitment to always work in our clients’ best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

Agili Celebrates Our 25th Anniversary 

  

Our Mission

As your personal CFO, we focus on long-lasting relationships, personalized planning and financial management to create peace of mind and a path to your dreams.

Our Mission

As your personal CFO, we focus on long-lasting relationships, personalized planning and financial management to create peace of mind and a path to your dreams.

Community Affiliations

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018