AGENCYFI
AGENCYFI
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About AgencyFi

Founded by Marla Isidro

Our Story

Marla Isidro launched AgencyFi with a clear vision: to empower independent financial professionals and small agencies to build thriving, legacy-driven businesses, anchored in integrity, strategy, and service. Having worked closely with agents and agency leaders across life insurance, annuities, and advisory services, Marla recognized the recurring tension: professionals valued independence, but lacked the infrastructure, mentorship, and access needed to scale with confidence.

AgencyFi was created to fill that gap. We offer the freedom of independence and the support of a family-office model: from licensing and compliance, to back-office systems, marketing, and partnership access all under one trusted roof.

Our Mission

To serve financial professionals who strive for more than transactions. We exist to help you transform your career into a legacy business: one where you lead clients with purpose, build a 

brand of excellence, and leave impact that lasts beyond commissions.

Our Values

Integrity First

Legacy-Goals vs. Short-Term Gains

Empowerment Through Education

We act with transparency, honour commitments, and always put clients and our professionals first.

Empowerment Through Education

Legacy-Goals vs. Short-Term Gains

Empowerment Through Education

We believe in equipping you not just with tools,but with the mindset and training to lead.

Collaboration Over Competition

Legacy-Goals vs. Short-Term Gains

Legacy-Goals vs. Short-Term Gains

When agents and agencies work together under aligned goals, the whole profession elevates.

Legacy-Goals vs. Short-Term Gains

Legacy-Goals vs. Short-Term Gains

Legacy-Goals vs. Short-Term Gains

We help you design for the long game: generational impact, not just immediate revenue.

Marla Isidro’s Accolades & Credentials

Registered Investment Adviser Representative.

Officer of LegacyFi LLC, a document-prep service supporting wills/trusts for AgencyFi 

clients.

Extensive experience in compliance, investment advisory services, and agency infrastructure, bringing a unique blend of financial services, operations, and strategic growth expertise to AgencyFi..

Why Join AgencyFi

Access proven systems and personalized mentorship, no more “figuring it out alone.”

Gain carrier access, back-office compliance, marketing assets and community, so you can focus on serving your clients.

Be part of a movement: professionals who believe in building something enduring, not just a sales volume. 

Join Our Network

Whether you’re an independent agent looking to elevate your practice or a small agency 

seeking scale and infrastructure, AgencyFi welcomes you. Let’s build your legacy together.

Join as a Financial Professional
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AgencyFi — Where Independence Meets Infrastructure

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