Michael Joyce, CFA, CFP
Founder and President, Michael is responsible for the overall strategic direction of our clients and our firm. Michael is good at what he does. He is one of Barron’s Top 100 Independent Financial Advisors in America. Worth magazine has recognized him seven times as a Top 100 Wealth Advisor. He has also been named, on two occasions, as one of the Top 150 Advisors for Doctors by Medical Economics.
A Chartered Financial Analyst and Certified Financial Planner, Michael is Chairman Emeritus of the Board of Directors of the National Association of Personal Financial Advisors (NAPFA), President of the NAPFA Consumer Education Foundation, and a member of the Board of Directors of the Virginia Small Business Financing Authority.
Education:
Bachelor of Science in Finance, The Pennsylvania State University
Master of Business Administration, Drexel University