Our Story

Rob started AGL Financial with the aim of delivering best-in-class client experience, without the constraints that large brokerage firms put on their advisors. Rob wanted the firm’s name to embody the purpose of financial planning, to create a legacy beyond one generation. That is why the name AGL was chosen as a tribute to his 3 children Anthony, Gloria and Laura. At AGL, we treat our clients like family, because we believe that’s who we’re ultimately planning for.

That story shapes how we work today and why clients stay. Come say hello.

You can also see the kinds of clients we work with and where we are based.