CW Advisors completed the acquisition of Agili.

CW Advisors, a registered investment advisor, completed the acquisition of Agili, an independent, fee-only firm that blends financial planning, investment strategy and strategic services. Financial terms were not disclosed. “We are excited for this partnership and to welcome Agili’s clients and team members to CW Advisors. As one of the nation’s earliest fee-only financial planning firms, Agili is a pioneer in this sector. The team’s responsive and innovative service to clients makes them an ideal fit. Agili brings impressive infrastructure and resources that can benefit CW Advisors’ larger organization and our clients,” Paul Lonergan, CWA CEO.