Joan Malloy, CFA, CPA, CFP® – Visionary Wealth Advisors

Joan Malloy, CFA, CPA, CFP®

Principal | Family Office


Joan Malloy offers a unique perspective on investment and wealth management issues, having worked with corporate executives, business owners and multi-generational wealth holders for over 20 years.

Joan Malloy is the Founder and Managing Partner of Greenway Family Office, which powers Visionary Family Office. As a Chartered Financial Analyst, a CPA, and a CERTIFIED FINANCIAL PLANNER™, Joan is also a successful entrepreneur with significant experience in the financial advisory world.