Joyce A. Libby, CFP®, RICP®

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Joyce A. Libby, CFP®, RICP®

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Principal, Wealth Management
717-390-4336, ext. 243  |  jalibby@ehdadvisory.com

Joyce has more than 25 years’ experience in the financial services industry and possesses a wealth of experience in comprehensive financial planning for individuals and business owners.

At EHD Advisory, Joyce ensures that the firm's fiduciary standards are met by acting as an investment steward for clients. Her responsibilities include financial planning, establishing clients’ risk tolerances, preparing investment policy statements, monitoring the results of clients’ investment portfolios and managing clients’ expectations. 

Before joining EHD Advisory in early 2008, Joyce was a Vice President in the wealth management group at PNC Bank, where she orchestrated financial plans for executives of large corporations as well as sole proprietorships and medical practices. 

Previously, Joyce was employed by Fulton Financial Advisors as a Vice President in the company’s wealth management group, where her responsibilities included financial planning and conducting quarterly investment reviews. Prior to that, she was an Assistant Vice President and Commercial Lender with Keystone Financial, now part of M&T Bank. 

Joyce is a graduate of Alvernia College and holds a Bachelor of Science degree in accounting and management. In 2006, she earned the CERTIFIED FINANCIAL PLANNER™ designation (CFP®), and in 2016 earned the Retirement Income Certified Professional® (RICP®) designation.

In the Community:

Joyce is a member of the Financial Planning Association of Central PA, and is on the board of the YWCA of Harrisburg. She also is on the board of the Rotary Club of Harrisburg, where she serves as committee chair of the four-way test speech contest and member of the pancake breakfast and youth exchange committees.

Joyce is an alumna of Leadership Harrisburg and over the years has served on various committees with the Harrisburg Chamber of Commerce, the American Heart Association, and the United Way of the Capital Region.

Behind the Scenes:

When she’s not managing her clients’ portfolios or serving the community, Joyce enjoys practicing Tae Kwon Do with her son, kayaking, trail hiking, and biking. Her favorite travel destination is anywhere there is water, and her favorite color is blue.

Joyce enjoys Thai and Japanese cuisine. Her favorite movies are action adventures and comedies. She will watch anything Marvel. She has a Yorkshire terrier named Ozzie who also loves to kayak.

If You Have Coffee with Joyce:

She’ll order a dark roast with one cream.

Joyce’s Goal in Helping Her Clients: 

“Through in-depth discussion and analysis, we will work together to draft a plan designed to help you achieve your goals.  During the planning process we will coordinate with your other professionals to ensure the goals we discuss are properly addressed in your other legal documents.  I will work with my team to ensure that your investment strategy is properly implemented and the location of securities properly housed in the most tax efficient way.  On an ongoing basis, I will monitor and communicate with you regarding the investment process and progress toward your goals.  I will stay involved with you so that, when your circumstances change, we know to recommend changes to your investment strategy.”

Joyce A. Libby, CFP®

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