About Us

A Movement for Modern Advisors

AGENCYFI is a consortium of independent agents and agencies united by a shared mission: elevate the financial industry through collaboration, education, and a family-office model of support.

What Makes Us Different

Not Just Another IMO

Traditional IMOs take a cut and step back. AGENCYFI builds an ecosystem around you — where your independence is protected and your infrastructure is already built.

Built for Independence

Unlike traditional IMOs, AGENCYFI doesn't control your business — it strengthens it. You keep your identity, your clients, and your vision. We supply the infrastructure that takes years to build independently.

Who We Serve

For agents, AGENCYFI delivers mentorship, carrier access, and hands-on training that turn an independent career into a scalable practice. For agencies, it provides cross-brand referrals, shared infrastructure, and the resources to grow without starting from scratch.

The Ecosystem Advantage

Through LegacyFi and HealthyFi, your clients access estate planning, Medicare, and health coverage — all coordinated through you as their single trusted advisor relationship.

Our Values

The Principles We Build On

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Integrity First

Transparency, trust, and aligned commitments — in everything we do and every partner we support.

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Education

Tools, mindset, and ongoing training to lead with confidence and grow with expertise in a changing industry.

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Collaboration

Growth through aligned goals and shared resources — not isolated competition or siloed thinking.

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Legacy

Building for long-term impact beyond commissions — practices and businesses that truly outlast any single relationship.

Leadership

The Person Behind AGENCYFI

Founder & Visionary

Marla Valencia Isidro

Founder, AGENCYFI

Marla Isidro launched AGENCYFI after years working closely with agents and agency leaders across life insurance, annuities, and advisory services — and repeatedly witnessing the same gap: talented professionals who valued their independence but lacked the infrastructure, mentorship, and carrier access needed to truly scale.

As a Registered Investment Adviser Representative — Marla brings a unique blend of compliance expertise, investment advisory experience, and agency operations to every aspect of the network.

Her vision isn't just a network. It's an ecosystem where every professional has the infrastructure to thrive without sacrificing what they worked to build.

Registered Investment Adviser Rep Agency Growth Legacy Planning Compliance & Operations Ecosystem Building

Our Network

The Fi Ecosystem

Three specialized brands — one shared commitment to complete financial well-being for every family your agency serves.

You Are Here

AGENCYFI

Finance for Smart Family Futures. Infrastructure, mentorship, and community for independent agents and agencies ready to scale with purpose.

Explore AGENCYFI

LegacyFi

Legacy Planning

Finance for Legacy and Trust. Compassionate, affordable estate document preparation — Living Trusts, Wills, Power of Attorney, and Advance Healthcare Directives.

Visit LegacyFi

HealthyFi

Health & Protection

Finance for Healthier Living. Medicare Advantage, Supplements, Part D, ACA/Individual & Group Plans, and Social Security Maximization. Launching soon.

Visit HealthyFi