Agili Email Format

Financial ServicesVirginia, United States11-50 Employees

Agili is a financial services firm based in Richmond, Virginia. It operates as a Registered Investment Advisor and adheres to fiduciary duties, a stance it has maintained for more than 25 years. The company follows a fee-only model, avoiding commissions on investments to reduce conflicts of interest, and it concentrates on both high-level planning and the practical details.

Its client base consists of individuals seeking financial planning and investment guidance, with services aimed at aligning decisions with long-term interests. Agili is a member of the National Association of Personal Financial Advisors, underscoring its commitment to professional fiduciary standards.

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