Agili is a fee-only Personal CFO and wealth management firm registered as an investment adviser with the U.S. Securities and Exchange Commission. Originally founded in 1993 as The P&A Group, the company rebranded to Agili in 2017 to better reflect its agile and comprehensive approach to financial management. The firm's mission is to provide clients with financial security and peace of mind through integrated services that include investment management, financial planning, tax strategy, and business advisory.

Founded in

United States