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

Get up to Speed on Road Rules, and Steer toward Savings

Written by:  Carrie Fellon, CFP®, CRPS As a CERTIFIED FINANCIAL PLANNER™ professional, I...

Cindy Joyce Shares New Ideas for Team-Building Activities

In this article for Virginia Business, Cindy Joyce discusses some of Agili's favorite...

Making the Most of the Benefits You Already Have

Written By: Jen Pieson Agili customizes individual financial plans for each of our clients; it's...

Michael Joyce Discusses with NBC News the Economic Impact of Impeachment Developments

In this article for NBCNews, Michael Joyce asserts that the markets and the economy are less...

Getting to Know: JT Beck

Name:  JT Beck Your position at Agili:  Portfolio/Investment Administrator Educational...

In the News

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018