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Financial planning shouldn’t continue to be what it has always been – we deserve better.

Our founders desired something different for their clients – a holistic financial advisory firm centered on people. And that’s what we continue to be today. We strive to always improve lives with every relationship: lives of our clients, those in the community, and our fellow employees.

Our clients always know where we stand. Beside them.

From the beginning, our mission has been to improve lives with every relationship. And for us, that means being there for our clients, our colleagues, and our community.

Our Focus

To us, finance is so much more than crunching numbers – it’s extremely personal. Our focus in centered on developing lasting relationships built on trust, confidence, and empathy. We believe that people thrive in environments where they feel heard and supported. So, we continually strive to cultivate a space focused on true human connection.

Our Values

Our mission is to improve lives with every relationship.

The Team

Unlike many financial companies, ARGI has embraced a collaborative approach to client service. Our leadership team guides and supports each one of our advisors, consultants, and professionals to create a collaborative and unified resource. Through our individual perspective, knowledge, and experience we believe we’re better leveraged to serve the specific needs of each unique client.

Diversity, Equity, & Inclusion

We know the financial services industry hasn’t been traditionally inclusive, but we believe this is one tradition that must be broken.

Through our shared commitment to improve lives with every relationship, we will foster a diverse, inclusive company and culture in which all feel a deep sense of belonging.

Community Commitment

ARGI Gives was established in 2015, bringing together our time, talent and resources to benefit our communities. Our charitable efforts are focused on elevating education, environment, health, and family or youth services.

Community Grant Program

Our Community Grant Program provides support for organizations seeking assistance for projects and programs. These awards range from $500–5,000 and are focused on positively impacting the communities in which we work and live. Since our first award, ARGI Gives has supplied over $175,000 in grants to over 100 nonprofits across the region. Our hope is to continue to grow this program and bring even more support to those who need it most.

Volunteer Program

Service is at the heart of our company and we believe in the strength of our numbers. Each year, employees are encouraged to utilize 6 paid days off dedicated to volunteering. Through these efforts, we hope to better serve and connect with our community partners.

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Let's start working together.

Even if you’re not quite ready to take the next step, we’d love to keep in touch.