JoycePayne Partners Becomes Agili and Announces Leadership Team
Firm Builds On 25-Year Reputation as Personal CFO for Successful Individuals and Families
RICHMOND, VA – May 14, 2018 – JoycePayne Partners, a leading fee-only financial planning firm, announced today a refreshed brand and new name: Agili. The firm also revealed members of its new leadership team as it celebrates its 25th anniversary.
Michael Joyce, CFA, CFP®, former President of the National Association of Personal Financial Advisors (NAPFA) and wealth management expert with more than 35 years of experience, founded the firm in Bethlehem, PA in 1993. Over the past 25 years, the firm has expanded to a team of 23 and has more than $715 million in assets under management. The firm also has seen significant growth in recent years as measured by revenue and regulatory assets under management.
“We’re excited to recognize our firm’s 25th anniversary with the launch of a refreshed brand and new leadership team,” said Joyce. “This is an ideal time to unveil the next stage of the firm’s evolution because it highlights our incredible team while maintaining our commitment to serve as our clients’ Personal CFO. The Agili brand and our leadership team will help to ensure that we continue to deliver exceptional client service and that the firm is poised for decades of future success.”
In reflecting on the firm’s history and 25th anniversary, Joyce recognized the need to better reinforce the firm’s expertise, service to clients, and differentiators. That process resulted in a new leadership team and refreshed brand.
Agili, pronounced a – JILL – ee, is a derivative of the Latin word for agile and reflects the firm’s ability to serve its clients’ best interests by being smart, thoughtful, and nimble at all times. The tag line, Your Personal CFO, underscores the breadth of the firm’s services to help clients fulfill their financial goals.
“Agili’s Personal CFO approach is unique and goes beyond traditional wealth management or investing,” noted Joyce. “We assist clients with a variety of financial needs, such as helping them with the purchase of a car or negotiating a compensation package with their employer.”
Agili also has named a new leadership team. Joyce will continue to lead the firm as President and to oversee all firm functions. Other members of the leadership team include:
- Marilee Falco, CFP®, ChFC: A Principal and Financial Strategist, Falco will lead the firm’s Bethlehem, PA office.
- Jamie Malone, CFP®, CPA: A Principal and Financial Strategist, Malone leads the firm’s Financial Planning team.
- Cynthia Joyce, CPA: As Chief Operating Officer, Joyce oversees financial, budgeting, human resources, and office operations for the firm.
- Van Nguyen, FPQPTM: A Principal and Client Services Manager, Nguyen leads the firm’s Client Services team.
This five-member leadership team will manage Agili’s growth and drive strategy for the firm.
“Establishing this new leadership team highlights the incredible depth of talent at Agili and positions the firm for continued success,” said Malone.
Throughout its history, the firm has evolved and this represents the latest progression. As it celebrates its 25th anniversary, the firm remains committed to serving clients by customizing holistic plans and to managing their financial life. Agili provides clients with a team of experts dedicated to understanding the full spectrum of their financial needs and goals.
Since its founding, the firm has grown into one of the leading fee-only financial planning firms in the United States. Agili serves high-net-worth individuals, families, and business entities. Michael Joyce and the firm have been recognized with dozens of awards, including as one of the Top 1,200 Financial Advisors by Barron’s, a Top 300 Registered Investment Adviser by Financial Times, and a Best Financial Advisor for doctors and dentists by Medical Economics and Dental Practice Management, respectively.
Agili is an independent, fee-only firm that blends financial planning, investment strategy, and strategic services. The firm’s nimble approach to wealth management makes it truly unique. Since no two clients share the same risk tolerances, time horizons, and aspirations, the plan for their financial future should not be one-size-fits-all. With offices in Bethlehem, Pennsylvania and Richmond, Virginia, Agili serves as a Personal Chief Financial Officer for clients across the United States to help them achieve their financial goals. Led by Michael Joyce, Agili’s team of financial planning and investment experts manages more than $715 million in assets. For more information visit www.AgiliPersonalCFO.com.