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 www.agilipersonalcfo.com for more information.

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This Office

74 W Broad St Ste 320 Bethlehem, PA 18018-5738 Phone: (610) 882-3882 Fax: (610) 882-9928

Primary Office

1806 Summit Ave. Ste. 100 Richmond, VA 23230 Phone: (804) 358-2702

Other Offices

74 W Broad St Ste 320 Bethlehem, PA 18018-5738 Phone: (610) 882-3882 Fax: (610) 882-9928