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A boutique financial services firm with one simple mission

To support your growing, dynamic business with reliable, expert accounting and executive services.

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Our Story

Founded by CEO Sue Mulligan, Agile Advisors has its roots on a soccer field, of all places. The former CFO of a venture capital firm, Sue had retired to focus on raising her children but couldn’t completely leave her passion behind.


Whether it was soccer practice or playdates, Sue found herself advising other parents and friends and quickly knew she was ready take her services to the next level, adding more advisors and services as her client list grew. 


Agile Advisors is now a thriving and proud, woman-owned business with a talented and dynamic team of individuals, many who, like Sue, re-entered the workforce after taking time to put family first.

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Our Executive Team

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