FORMERLY JOYCEPAYNE PARTNERS

Your Personal CFO

Our focus on long-lasting relationships, personalized planning and financial management creates peace of mind and a path to your dreams.

Your
Personal CFO

Our focus on long-lasting relationships, personalized planning and financial management creates peace of mind and a path to your dreams.

We pronounce it:   

a-JILL-ee

  Think "agility"

We pronounce it:   

a-JILL-ee


  Think "agility"

Focused on Your Fulfillment

We are here for you through every phase of life. We believe your long-term dreams and your day-to-day fulfillment are equally important. Our diversely talented team looks for ways to go above and beyond in managing your financial life, freeing you to focus on what really matters. As an independent, fee-only firm, we offer a full spectrum of financial strategy services with a holistic approach. Over time, we develop a deep relationship with you, understand your goals, create a plan unique to your circumstances, and guide you to personal fulfillment. With offices in Richmond, Virginia and Bethlehem, Pennsylvaniawe are available each and every day to listen and advise you at every step along the way.

Focused on Your Fulfillment

We are here for you through every phase of life. We believe your long-term dreams and your day-to-day fulfillment are equally important. Our diversely talented team looks for ways to go above and beyond in managing your financial life, freeing you to focus on what really matters. As an independent, fee-only firm, we offer a full spectrum of financial strategy services with a holistic approach. Over time, we develop a deep relationship with you, understand your goals, create a plan unique to your circumstances, and guide you to personal fulfillment. With offices in Richmond, Virginia and Bethlehem, Pennsylvaniawe are available each and every day to listen and advise you at every step along the way.

Meet our Team

Each member of our team has your fulfillment in mind.

Meet our Team

Each member of our team has your fulfillment in mind.

The Agili Experience

At Agili, we get to know you by learning about all parts of your life, listening to your dreams, and doing everything we can to understand your financial situation. We meet with you regularly and stay in touch over time to carefully monitor your individual circumstances.  Our comprehensive and in-depth approach includes Financial Planning, Investment Management, and Fulfillment-Focused ServicesWe create a personalized plan for today and tomorrow, help make investment decisions for your future, and find little ways to enable you to spend your time doing what fulfills you.

The Agili Experience

At Agili, we get to know you by learning about all parts of your life, listening to your dreams, and doing everything we can to understand your financial situation. We meet with you regularly and stay in touch over time to carefully monitor your individual circumstances.  Our comprehensive and in-depth approach includes Financial Planning, Investment Management, and Fulfillment-Focused ServicesWe create a personalized plan for today and tomorrow, help make investment decisions for your future, and find little ways to enable you to spend your time doing what fulfills you.

Insights

Agili Market Insights: Second Quarter 2021 Views (Video and Transcript)

Click here to watch our latest video, Agili Market Insights: Second Quarter 2021 Views. A full...

Why Hire a Financial Advisor?

Michael Joyce spoke with Rachel DePompa of NBC12 about the when and why of hiring a financial...

Recent Tax Legislation: American Rescue Plan Act of 2021

Written by: Elissa Wurf, PhD, CPA, EA   On March 11, 2021, the American Rescue Plan Act of 2021...

Balance Personal and Business Financial Goals for Greater Success

  Michael Joyce, CFA, CFP® recently contributed an article to Lehigh Valley Business about...

New Video! About Agili: Get to Know Your Personal CFO

We are excited for you to view our latest video, About Agili: Get to Know Your Personal CFO,...

In the News

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018