Agili

Agili

Financial Services

Richmond, Virginia 1,307 followers

Your Personal CFO

About us

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.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Richmond, Virginia
Type
Partnership
Founded
1993
Specialties
Investment Management, Financial Planning, Private Equity, Alternative Investments, Family Office, Estate Planning, Tax Strategy, Education Planning, Insurance Strategy, Financial Independence Planning, and Retirement Planning

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