Coordinated.
Comprehensive.
Connected.
A traditional family office serves ultra-high-net-worth individuals by coordinating all aspects of their financial life under one roof. AGENCYFI's model delivers the same coordinated approach — so your clients stop getting isolated advice and start receiving a fully integrated financial experience.
As an AGENCYFI agent or agency, you become the single trusted relationship that connects your clients to every expert they need — in wealth, health, legacy, real estate, and tax.
One Trusted Advisor Relationship
Your clients stay with you as their primary advisor — you coordinate the rest of the ecosystem around them.
Cross-Brand Network
Refer clients seamlessly to LegacyFi for estate planning and HealthyFi for individual, Group Health Insurance and Medicare — and receive referrals back.
Estate Planning via LegacyFi
Living Trusts, Wills, Power of Attorney, and Advance Healthcare Directives — compassionate, affordable document preparation.
Tax Coordination via Adelfia LLC
Partner CPA firm ensures your clients' advisors and accountants are always aligned on tax strategy.
Real Estate via Smart Equity Realty
Real estate coordination and equity strategy as part of a holistic financial plan.
Online Notary Center
Legally notarize documents completely online — fast, secure, and available for signers, businesses, and notaries.