Agili
Agili is a fee-only financial planning and investment management firm with offices in Richmond, VA and Bethlehem, PA. The firm provides personalized and customized financial strategy solutions to successful individuals and families. The firm was founded in 1993, manages over $700 million in assets and has 23 employees with 8 financial advisors. Many of the advisors at the firm hold hold the CFP, CFA and CPA designations, as well as other financial industry designations and advanced degrees. Agili has been consistently chosen as one of the top 250 wealth advisors in the US by Worth Magazine and one of the top 100 independent financial advisors by Barrons Magazine.
Please visit https://agilipersonalcfo.com/ for more information.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.