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

We’re Hiring! Financial Advisor in Bethlehem, PA Office

Agili is Hiring in the Lehigh Valley Agili is hiring! We’re recruiting a Financial Advisor to join...

Ask Us Anything: Does Agili Have to Follow Any Rules, Laws, or Regulations?

Which Government Entity Oversees Agili? As a Registered Investment Adviser (RIA), we are...

SECURE 2.0 Act Blog Series: What Goes into Effect in 2024? (Part 1)

by Elissa Wurf, PhD, CFP®, CPA At Agili, we like to keep our clients and friends apprised of...

Michael Joyce Discusses Gen X Retirement Saving with Virginia Business

Agili President, Michael Joyce, was recently interviewed for a story in Virginia Business about...

Ask Us Anything: When Should I Convert to a Roth IRA?

When Is It Prudent to Convert to a Roth IRA? It can make sense to convert to a Roth IRA if your...

Getting to Know…Marian Martin

We want our clients and friends to learn more about our colleague, Marian Martin, so we asked her...

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1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018