Among the most competitive markets in the United States is financial planning and investment management. Estimates generally put the number of financial advisors at over 300,000 and the industry is expected to grow more than 13% by 2032. It can be challenging for firms to differentiate themselves in this crowded marketplace and demonstrate that they can be trusted advisors. Agili, a national financial planning and investment management, was a pioneering fee-only financial advisory firm when it launched 30 years ago. Through the years, the firm built an exceptional team and was an industry leader in terms of client retention. The firm, with offices in Richmond, VA and Bethlehem, PA, wanted to increase visibility and attract more clients.
Agili, Your Personal CFO
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