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.
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
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
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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Contact Form
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018