Agili is a U.S. Securities and Exchange Commission Registered Investment Advisory firm.  Agili’s Form ADV Part I and Form ADV Part II can be accessed here.  Agili’s Client Relationship Summary (Form ADV Part III) can be accessed here.  We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us. Advice can only be rendered after all of the following conditions are met:

  • Delivery of our Form ADV Part II to you.
  • Execution of an Investment Advisory and/or Financial Planning Letter of Engagement between us.
  • Payment of a Planning retainer fee by you to Agili.


The information in this web site is based on data gathered from sources which we believe to be reliable.  It is not guaranteed as to accuracy, does not purport to be complete, and is not intended as the primary basis for investment decisions.  Additionally, it should not be construed as advice meeting the particular needs of any investor.  All references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018