Michael Joyce

Michael Joyce is Executive Managing Director and Mid-Atlantic Leader at CW Advisors. He joined the combined firm after CW Advisors partnered with Agili in a transaction announced on August 19, 2024 and closed on August 16, 2024. The deal added $1.2 billion in assets under management, kept Agili’s Richmond, Virginia and Bethlehem, Pennsylvania offices open, and moved Agili President Michael Joyce into the Mid-Atlantic leadership role at CW Advisors.

Before CW Advisors, Joyce founded Agili in 1993, described by CW Advisors as one of the early fee-only wealth management firms. SEC IAPD records show his advisory registration history with Michael Joyce & Associates, P.C. from 1993 to 2002, Agili, P.C. from 2003 to 2024, and CW Advisors since August 16, 2024.

Joyce holds a B.S. from The Pennsylvania State University and an M.B.A. from Drexel University. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER®. CW Advisors states that he has more than 40 years of financial-industry experience and has been recognized by Barron’s, Financial Times, InvestmentNews, Forbes, AdvisorHub and Medical Economics.

His public professional profile is best understood as a wealth-management and private-client investment leader, not as a standalone angel investor. His NAPFA profile lists areas of focus including alternative or private investments, corporate executives, ongoing investment management, retirement planning and tax planning.

• CW Advisors’ investment philosophy is rooted in the belief that “long-term returns are determined primarily by asset allocation,” implemented through client-specific allocations based on time horizon, risk tolerance, liquidity needs and objectives.
• The firm uses a core-and-satellite approach: core exposure generally includes broad equity and fixed-income allocations, while satellite strategies may include emerging markets, real estate, high-yield bonds, commodities, private equity and other alternatives.
• CW Advisors says it offers access to private-market opportunities traditionally available to institutional investors, including private partnerships, SPVs, co-investment opportunities, private equity, private credit, private real estate and venture capital.
• Joyce’s NAPFA profile says Agili managed four fund-of-funds vehicles that gave qualified clients exposure to alternative investments.
• The firm’s client decision process emphasizes discovery, goal alignment, implementation with other trusted advisors, and ongoing support as client needs change.
• No verified evidence was found that Joyce makes personal seed-stage angel investments as a public mandate.