Anthony D. Agbay, AIF®, CRPC®, CRPS®
President
Anthony concentrates on the design and implementation of total wealth management strategies. He also has experience in the areas of retirement and estate planning and tax minimization strategies.*
Not only is he experienced in advising employees on their 401(k), 403(b) and other retirement plan options. With nearly 30 years of ERISA plan experience, Anthony designs, implements and advises employers on corporate retirement plan strategies. Understanding that employers focus on ensuring a compliant plan while participants focus on sustainable income throughout retirement, he combines the two goals to help create a plan for both parties. He has worked with clients ranging from publicly traded companies with over 4,000 employees to non-profit publishing companies in the 403(b) market.
Anthony is an Accredited Investment Fiduciary® which is the first and only professional designation that demonstrates one's knowledge and competency in the area of fiduciary responsibility. It was named one of the ten most wanted designations in the investment industry by Financial Planning magazine. As a fiduciary, it is not only a moral obligation to put his clients' needs first, it is a legal duty.
Anthony has been conducting workshops for businesses and universities across the country. He has spoken at several events hosted by the Detroit Free Press and WWJ NewsRadio 950. Anthony has also provided commentary for various media outlets including: WWJ, WJR, The Detroit Free Press and was interviewed by the nationally televised FOX Business news channel. He has written several published articles ranging from fiduciary oversight to custom target-date fund strategies.
Mr. Agbay has been interviewed and quoted in the USA Today – Money Section. In 2020 he was recognized in the Financial Times Top 401 Financial Advisors for the sixth consecutive year. Anthony is one of only two Michigan consultants and the only independent consultant to be named to the list for all six years.
*Tax and estate planning is done in conjunction with your tax and estate planning attorney and/or CPA.