Your Personal CFO

At Agili, we listen carefully to fully grasp your current needs and your future aspirations. As your Personal CFO, we customize, coordinate, and continuously monitor an individualized financial plan for you over your lifetime.  We find joy in taking tasks off your plate and providing thoughtful support and expertise to you. We never forget the human element of what we do, thinking ahead to plan for the highs, lows and everything in-between. We welcome you to reach out with your questions or to learn more about us.

Your Personal CFO

At Agili, we get to know you holistically. We listen carefully to fully grasp your current needs and your future aspirations. We tailor a comprehensive financial plan to get you where you want to be. We find joy in taking tasks off your plate and providing thoughtful support and expertise to you. We never forget the human element of what we do, thinking ahead to plan for the highs, lows and everything in-between. We welcome you reach out with your questions or to learn more about us.

Through our dedicated relationships and personalized plans, we give you financial reassurance. You can rest easy knowing that we are attentive and intentional with every detail. We think strategically about your fiscal picture, capably coordinating our efforts and allowing you to experience everyday moments.

What We Do:

  • Cash flow analysis
  • Tax and estate planning
  • Retirement planning
  • Insurance analysis, risk management, and contingency planning
  • Education planning and funding
  • Charitable gifting and philanthropic planning
  • Social Security and Medicare optimization
  • Intergenerational wealth transfer
  • Trust services
  • Expert responsiveness for life events

We manage investments by customizing your portfolio with consideration of individual risk tolerance, tax status, time horizons, wealth goals, and unique circumstances. We take care to limit tax liabilities as well as managerial and transactional expenses. We are eager to make informed investment decisions for you so that you are free to do what you do best.

What We Do:

  • Asset allocation to maximize risk-adjusted returns
  • Capital preservation
  • Tax efficiency
  • Equity ownership and stock option advice
  • Unique access to alternative investments
  • Macroeconomic and market analysis
  • Investment research

The breadth of insights and services we provide is nearly limitless. We welcome new challenges every day and excel at creative solutions. We work cohesively with banks, accountants, lawyers and insurance providers to ensure that each member of your team is in sync. We are always happy to discover meaningful ways to positively impact your life.

What We Do:

  • Forming banking relationships and negotiating with lenders
  • Salary and benefits package negotiation support
  • Optimization of executive benefits
  • Negotiations with builders, contractors and salesmen of all types
  • Next generation financial education
  • Family meeting facilitation
  • Emergency financial advice for you and your family
  • Third-party service provider evaluations

Please Reach Out with Any Questions

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9030 Stony Point Parkway
Suite 100
Richmond, VA 23235

74 West Broad Street
Suite 320
Bethlehem, PA 18018