Michael Joyce, CFA, CFP®

As President, Michael is responsible for the overall strategic direction of our clients and our firm. In addition to financial strategy, he oversees investment management and financial planning recommendations to clients. He has over 30 years of experience in the financial industry and holds the designations of Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER.


Michael has repeatedly been recognized as a top financial advisor by industry publications.  He was named a Barron’s Top 100 Financial Advisor, has been listed in Worth as a Top Financial Advisor seven times, has been named a Top 150 Financial Advisor for Doctors by Medical Economics five times, was listed in Richmond Magazine as a Five Star Wealth Manager, and was ranked as a Best Financial Adviser for Dentists by Dental Practice Management.


Michael is Chairman Emeritus of the Board of Directors of the National Association of Personal Financial Advisors (NAPFA), former Chairman of the NAPFA Consumer Education Foundation and former Vice-Chairman of the Board of Directors of the Virginia Small Business Financing Authority.  He continues to serve on the Board of Directors of the NAPFA Consumer Education Foundation and currently serves as Treasurer of the Benedictine Education Foundation.




Bachelor of Science in Finance, The Pennsylvania State University


Master of Business Administration, Drexel University




Richmond Office

9030 Stony Point Pkwy.

Suite 100

Richmond, VA 23235


804.358.9436 (Fax)


Bethlehem Office

74 West Broad Street

Suite 320

Bethlehem, PA 18018


610.882.9928 (Fax)

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