AGEMY WEALTH ADVISORS - Key Persons
Andrew Agemy, Founder and CEO of Agemy Financial Strategies, Inc. (AFSi) has been dedicated to educating his clients and members of his community on sound financial principles for over 30 years. Andrew has won the prestigious Five Star Professional Award in the category of Wealth Management for the last 11 years straight-as seen in Connecticut Magazine, The Wall Street Journal, and many others. Additionally, he is in his second decade of receiving an A+ rating with the Better Business Bureau as well as the National Ethics Association.
Having dedicated his life to helping people retire and stay retired, Andrew's specialty is helping clients move from the investment accumulation phase during their working years into the distribution phase, which will last the rest of their lives - retirement. As a fiduciary, he enjoys using real-world financial data to create personalized financial strategies best suited for each client's situation.
In order to serve his clients in the most effective way possible, Andrew is dedicated to continually advancing his knowledge of the financial markets and keeping up with emerging trends, so he can communicate his knowledge to pre-retirees and retirees in a manner they can easily understand. He received the CLTC designation in 2003 and then subsequently became an MRFC.
Andrew's belief is that a financially literate and educated retiree is a happy and stress-free retiree. That's why, throughout his career, he's remained committed to educating his clients and members of his community via in-person financial education workshops and online webinars.
With the goal of helping clients establish renewable streams of income they can count on well into their final days of retirement, Andrew and his team specialize in helping clients maximize their Social Security benefits, ensure proper allocations for Required Minimum Distributions, establish well-thought-out estate plans, and avoid common financial mistakes.
In 1990, Andrew started his first company, Agemy Financial Strategies, which specializes in conservative investment strategies. Nearly 10 years ago, he started the tax preparation and planning firm, Connecticut Sound Tax Group. In 2015, with the help of his son and partner, Daniel Agemy, he started the investment advisory firm, Agemy Wealth Advisors, LLC-which positions its clients to generate a dependable income regardless of market fluctuation.
AFSi became a national firm in 2020 when Andrew and Daniel opened an office in Denver, Colorado, and also became a franchise owner of the national network of Income Specialists known as The Retirement Income Store®.
As a dynamic speaker, Andrew is regularly invited to appear as a guest on various radio and TV shows. Both Daniel and Andrew host the wildly popular radio show and podcast, Financial Strategies, which airs every weekend in both Connecticut and Colorado. Andrew has also been an ordained minister for almost 40 years and has been married to his college sweetheart, Cathy, for about the same period. They have lived in Madison, Connecticut, for over 30 years where they raised their eight children. They are now enjoying being grandparents to 5 grandchildren.
Daniel J. Agemy, CPM®, RFC®, has been working in the world of finances for most of his life! As a boy, he helped his dad, Andrew Agemy, in the office. As he got older, he realized he had a special knack for communicating complex financial concepts and a passion for education. He eventually earned his way into partnership at Agemy Financial Strategies, and in 2015 he co-founded Agemy Wealth Advisors, LLC, a discretionary investment advisory firm. He is now the COO and CIO, respectively. In 2018, Daniel received the highly esteemed CPM® designation (Certified Portfolio Manager) from Columbia University IEOR and has been nominated for the Five Star Wealth Manager award two years in a row.
Daniel is well-versed in the alternative ways of helping retirees generate income-streams throughout their retirement. He loves speaking with and developing relationships with clients, and they, in turn, love him. Daniel enjoys listening to their challenges and sharing ideas on how to improve their situations. He believes the world is getting increasingly more complex and the way to stay ahead is by continuously educating himself, his team, and clients. Daniel has over ten years' experience explaining and managing custom designed retirement plans built to generate dependable income helping retirees achieve their dream retirement and lifestyle.
Daniel and Andrew co-host the wildly popular radio show and podcast, Financial Strategies, which airs every weekend in Connecticut and Colorado and is available wherever you listen to your favorite podcasts.
Daniel lives in Denver and enjoys traveling and exploring different cultures, snowboarding, hiking, mountain biking and cooking. He is a voracious reader and reads about 40-50 books a year.
We are thrilled to announce the advancement of Daniel J. Agemy to Certified Portfolio Manager!! Daniel has worked diligently as our Chief Operating Officer and co-founder of Agemy Wealth Advisors, LLC (AWA). Daniel joined the AFSi team in 2009 and has progressively advanced, taking on responsibilities such as integrating technologies, guiding day-to-day office operations, as well as co-designing and managing client portfolios. He played a vital role during the transition to our independent investment advisory firm (AWA) in 2015, placing our clients in a position to benefit in all market conditions. From "behind-the-scenes," Daniel continues to enjoy helping our clients get to, and LOVE retirement. Congratulations, Daniel, on this significant achievement!
Job Titles:
- Operations Specialist
- Operations Specialist / Operations Specialist
Job Titles:
- Account Specialist
- Investment Advisor
- Account Specialist / Investment Advisor / Manager of Account Services
Patrick McFadden President Academy of Certified Portfolio Managers, Professor Ali Hirsa Director of Columbia Financial Engineering, Daniel Agemy Chief Operating Officer AFSi, Professor Soulaymane Kachani Senior Vice Dean of Columbia Engineering, Professor Garud Iyengar Chair of Columbia Industrial Engineering & Operations Research.