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.
External link for Agili
1806 Summit Ave
Suite 100
Richmond, Virginia 23230, US
74 West Broad Street
Suite 320
Bethlehem, PA 18018, US
We have a great team-join us?
Agili is hiring in the Lehigh Valley! We are hiring a Financial Advisor in our Bethlehem, PA office. Pass it on! Interested candidates can contact Agili COO, Cindy Joyce, at careers@agilipersonalcfo.com. https://lnkd.in/gdRgCFSY #financialadvisor #financialstrategist #feeonly
Here's a second position! Join our team!
We're announcing another job opening! In addition to a Financial Advisor in our Bethlehem, PA office, Agili is also hiring a Financial Planning Analyst in either Richmond or Bethlehem. https://lnkd.in/eVRYEwz8 Interested candidates can contact COO, Cindy Joyce, at careers@agilipersonalcfo.com. #financialplanning #teamofexperts
We're announcing another job opening! In addition to a Financial Advisor in our Bethlehem, PA office, Agili is also hiring a Financial Planning Analyst in either Richmond or Bethlehem. https://lnkd.in/eVRYEwz8 Interested candidates can contact COO, Cindy Joyce, at careers@agilipersonalcfo.com. #financialplanning #teamofexperts
Agili is hiring in the Lehigh Valley! We are hiring a Financial Advisor in our Bethlehem, PA office. Pass it on! Interested candidates can contact Agili COO, Cindy Joyce, at careers@agilipersonalcfo.com. https://lnkd.in/gdRgCFSY #financialadvisor #financialstrategist #feeonly
By simplifying and managing our clients' financial lives, we bring them peace of mind so that they can live their best life! Want to know more about our services? https://lnkd.in/eFJKctP #fiduciary #financialplanning #feeonly
If you're going through a divorce, Michael Joyce, CFA, CFP tells WWBT NBC 12 that it's important to consider tax and fee implications before signing the decree. Agili can help. https://lnkd.in/eUxqd9kc This story has been distributed nationally by NBC. #financialplanning #feeonly
Do you have adequate insurance coverage? Younger professionals, especially, should check out Jamie Malone, CPA, CFP®'s video to learn more! https://lnkd.in/ezDzwc_n
We want our clients and friends to know the entire Agili team. And we've all enjoyed getting to know Lori Schattner! Learn more about her here: https://lnkd.in/eqc27TdJ
Another proud Agili moment! Michael Joyce, CFA, CFP was recently included in Forbes' ranking of Best-In-State Wealth Advisors. Congratulations! https://lnkd.in/eedA6drr #teamofexperts #fiduciary
This weekend, check out Michael Joyce, CFA, CFP's quarterly economic commentary in which he talks about productivity growth, interest rates, innovation, and an unsustainable national debt. https://lnkd.in/ePPRaXfK #economicanalysis #RIA #feeonlypioneers