ARGI is a leading brand in the financial industry, dedicated to providing comprehensive solutions and advice to individuals, families, and businesses. With its recent merger with Cerity Partners, ARGI has become even stronger, offering a wider range of services and expertise. For individuals and families, ARGI offers wealth management, investment solutions, estate and gift planning, financial planning, insurance planning, tax planning, and preparation.

They also specialize in cross-border financial planning and provide trust services to meet complex financial needs. ARGI also caters to business owners, offering advisory services for both practice owners and financial planning for business owners. They provide CFO and accounting services, as well as workplace solutions such as executive financial counseling and retirement plan advisory services.

For non-profit organizations, ARGI offers financial administration and investment consulting services, helping them effectively manage their financial resources. ARGI's team of experienced advisors work closely with clients to develop personalized solutions that address their unique financial goals and situations. With multiple locations throughout the United States, ARGI is committed to delivering exceptional service and guiding clients towards financial success