Agili Employee Directory

Financial ServicesVirginia, United States11-50 Employees

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.

Find Agili employees' phone numbers or email addresses

Agili Global Highlights

North America
11

United States Of America
11

South America
3

Brazil
3

Agili's Leadership

M. J.
President
Mobile Phone
Email
S. G.
Assistant To The President
Mobile Phone
Email
S. S.
Office Manager And Assistant To The President
Mobile Phone
Email
J. M.
Principal & Financial Strategist
Mobile Phone
Email
J. P. C.
Investment Analyst
Mobile Phone
Email
D. B.
Financial Planning Analyst
Mobile Phone
Email
C. L.
Financial Strategist
Mobile Phone
Email
J. M.
Financial Strategist
Mobile Phone
Email

Contact profiles from Agili

Name

Title

Contact Info

Location

Last Update

M. J.
President
Mobile Phone
Email
United StatesVirginia
May 03, 2024
S. G.
Assistant To The President
Mobile Phone
Email
Oct 23, 2024
S. S.
Office Manager And Assistant To The President
Mobile Phone
Email
United StatesVirginia
Oct 17, 2024
J. M.
Principal & Financial Strategist
Mobile Phone
Email
Jun 04, 2024
J. P. C.
Investment Analyst
Mobile Phone
Email
United StatesVirginia
Sep 08, 2025
D. B.
Financial Planning Analyst
Mobile Phone
Email
United StatesVirginia
May 19, 2025
C. L.
Financial Strategist
Mobile Phone
Email
United StatesVirginia
Jul 18, 2025
J. M.
Financial Strategist
Mobile Phone
Email
United StatesVirginia
Oct 21, 2024

Frequently Asked Questions

What is Agili known for?

Agili was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 1806 Summit Ave Suite 100 Richmond, Virginia 23230 US; you can contact the main corporate office by phone at

+1-804-358-****

. Explore Agili's company overview page for more information.

What is Agili's most common email format?

Agili employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agili email formats with LeadIQ.

How many employees does Agili have currently?

Agili has approximately 39 employees as of May 2024. These team members are located across 2 continents, including North AmericaSouth America.

Who are Agili's key employees and leadership?

As of May 2024, Agili's key employees include:

President: M. J.
Assistant To The President: S. G.
Office Manager And Assistant To The President: S. S.
Principal & Financial Strategist: J. M.
Investment Analyst: J. P. C.

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