1425 North Union Boulevard
838 Grand Ave
Our mission is to get to know and understand your needs, desires, and long-term goals. We will pour every ounce of effort we have into developing, implementing, and monitoring a strategy that will meet your investment objectives.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and managing wealth. All of our energy, commitment, and efforts are focused on you, the client, and on exceeding your expectations.
Agora Wealth Management was founded in 2003. It was founded with the idea of building a practice around our clients, rather than building our clients around our practice. We want to build long lasting relationships with our clients. We are not here to sell product, but find solutions for our clients' unique situations. Our commitment is simple, put our clients' needs ahead of ours and work tirelessly to exceed their expectations.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Operating as an independent financial planning and wealth management firm, we work with an independent broker dealer, Parkland Securities, LLC, who doesn't have any of their own products. We have agreements with hundreds of investment companies. We strive to provide you with transparency and help ensure that you are comfortable with our investment recommendations.