Agili, P.c.

Agili, P.C. is an independent, fee-only advisory firm established in January 1993, specializing in comprehensive financial planning and investment management services for individuals, families, and institutions. The firm operates under the leadership of Michael Joyce, CFA, CFP®, with additional shareholders Marilee Falco, CFP®, ChFC®, Jamie Malone, CFA, CFP®, CPA, and Van Nguyen, FPQPTM. Agili manages investment accounts on a fully discretionary basis, tailoring personalized investment plans to meet client objectives and risk tolerance. The firm offers comprehensive financial planning services covering various areas such as retirement planning, tax and estate planning, and insurance analysis. Clients with a minimum of $1 million in investable assets are typically served, with exceptions made for long-term engagements. Agili operates as a fiduciary, acting in the best interests of clients. The fee structure includes a percentage of assets under management, with a tiered schedule based on total assets. The firm does not charge performance-based fees except for specific investment pools. Agili's investment strategies focus on strategic asset allocation and globally diversified portfolios to manage risks effectively. The firm's employees hold various professional certifications, including CFA, CFP®, ChFC®, CRPS®, CPA, and MBA, demonstrating expertise in financial planning and investment analysis. Agili's compliance practices ensure transparency and ethical conduct, with a strong emphasis on client interests and regulatory compliance. The firm's investment discretion allows for tailored investment decisions based on client objectives and risk profiles. Agili's commitment to client service and financial expertise positions it as a trusted partner for individuals and institutions seeking personalized financial guidance.