Davis Barry

Financial Planning Analyst at Agili - Richmond, VA, US

Davis Barry's Colleagues at Agili
Cindy Joyce

Chief Operating Officer

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Stacey Standlick

Office Manager / Assistant To The President

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Nigel Williams

Portfolio/ Investments Administrator

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Adrienne Martin

Marketing and Process Analyst

Contact Adrienne Martin

Jamie Malone

Principal & Financial Strategist

Contact Jamie Malone

Cody Santmyer

Portfolio/Investment Administrator

Contact Cody Santmyer

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Davis Barry's Contact Details
Email (Verified)
***@agilipersonalcfo.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
804-358-2702
Location
Richmond,Virginia,United States
Company
Agili
Davis Barry's Company Details
Agili logo, Agili contact details

Agili

Richmond, VA, US • 20 - 49 Employees
Financial Services

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.

Investment Management Financial Planning Private Equity Alternative Investments Family Office Estate Planning Tax Strategy Education Planning Insurance Strategy Financial Independence Planning Retirement Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Davis Barry
Davis Barry currently works for Agili.
Davis Barry's role at Agili is Financial Planning Analyst.
Davis Barry's email address is ***@agilipersonalcfo.com. To view Davis Barry's full email address, please signup to ConnectPlex.
Davis Barry works in the Financial Services industry.
Davis Barry's colleagues at Agili are Cindy Joyce, Stacey Standlick, Nigel Williams, Adrienne Martin, Jamie Malone, Cody Santmyer and others.
Davis Barry's phone number is 804-358-2702
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