Michael Joyce, CFA, CFP®
Education & Certificates
B.S., The Pennsylvania State University
M.B.A. Drexel University
Chartered Financial Analyst
Certified Financial Planner™
Professional Background
Prior to partnering with CW Advisors, I founded one of the early fee-only wealth management firms, Agili, in 1993. I have over 40 years of experience in the financial industry and have been named as a Top 1,200 Financial Advisor by Barron’s for the past ten years. I was also ranked in the FT300, Financial Times’ list of Top Financial Advisers, as Top Financial Advisor in the United States by Investment News, as a Best-In-State Wealth Advisor by Forbes, an Advisor to Watch by AdvisorHub and have been listed as a Best Financial Advisor for Doctors by Medical Economics seven times. I am a regular contributor to NBC News’ national affiliate segments, “Watching Your Wallet.”
Personal Interests
What brings me joy is spending time on the water at Smith Mountain Lake. I believe it is important to "give back" both professionally and in my community. I have served as Chairman of the NAPFA Consumer Education Foundation. I was appointed by four different Governors to the Board of Directors of the Virginia Small Business Financing Authority where I served as Vice Chairman. I also served on the Board of Directors of The Richmond Forum as Chairman of the Investments Committee. I am also the former Treasurer and Chairman of the Investment Committee of the Benedictine Educational Foundation.