Daniel Joss| MBA, CFP®, RLP®, CKA®
Joss Financial Group
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Williamsburg, VA 23185
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Daniel Joss MBA, CFP®, Registered Life Planner® is the founder of Joss Financial Group LLC with over 15 years experience in the industry. He has been named "Top Financial Professional" in Northern Virginia Magazine each year since 2011 and has recently been named as one of the "Top Financial Planners" in Washingtonian. Prior to founding Joss Financial Group, Dan was a founding partner of FJY Financial, a large financial planning and investment firm in Northern Virginia.
Dan also served in the United States Army as a Transportation Officer and earned his Ranger Tab and Master Parachutist Badge while serving in several challenging leadership positions.
At the University of Southern California, Dan earned his B.S. in Business Administration with emphasis in accounting and finance. In 1999 he completed his MBA from Regent University with an emphasis in financial planning.
Dan resides in Williamsburg, Virginia with his wife Robin and their three children. It is there that he lives out their own Life Plan of enjoying a Simple, Generous, Relaxed, and Active lifestyle.
Located in Williamsburg, Virginia, Joss Financial Group serves primarily high net-worth or high earning individuals and families, as well as business owners and their businesses. We provide tailored life plans and solutions to our clients on a fee-only basis. As a Registered Investment Advisor, Joss Financial Group has a fiduciary responsibility to act in our clients’ best interests at all times. It’s our honor and privilege to serve you.