Personal Service: If our clients win, everyone wins.
We are client-focused in everything we do. We guide our clients through their financial plan, through implementation, and beyond. Every member of our team is expected to provide the highest level of service and integrity possible. We welcome every opportunity to celebrate our clients’ milestones – and those of our team members.
Teamwork: Everyone for Someone Else.
Establishing goals and customizing a realistic roadmap requires partnership and collaboration, and each of our team members has a specific skill that contributes to our clients’ experience. Effective teamwork creates involved, invested, and accountable participation. By working with each other instead of for each other, ARGI clients and teams foster the spirit needed to reach goals.
Commitment: Our Devotion to Success
ARGI is committed to our clients, to our team members, and to our community. We help every client meet their goals, we help every team member reach their fullest potential, and we improve the lives of others in our community through sharing our time and talent. We seek to create a lasting legacy, internally and externally.
Integrity: Belief in What We Do
Our clients put their faith in the advice and services we provide, so every member of ARGI’s team acts with the utmost integrity and respect for our clients and each other. We have our clients’ best interests at heart in every action we take.
Innovation: Forward Focused Thinking
We encourage and reward “forward focused thinking” that keeps our clients ahead of the curve. ARGI team members are encouraged to speak up if they see an opportunity for improvement or have a new idea. We embrace the use of technology to improve our efficiencies in the delivery of cutting-edge services.
Education: Knowledge is the Root of our Foundation
Every member of our team is in a perpetual state of learning. We expand our knowledge by offering continuing professional education, seminars, and our own internal training program. We take great care to answer our clients’ questions and provide opportunities for everyone to stay informed on our ever-changing financial world.