Daniel Joss

MBA, CFP®, RLP, CKA

Joss Financial Group

Financial Advisor

Daniel Joss

MBA, CFP®, RLP, CKA

Joss Financial Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Joss, MBA, CFP®, RLP, CKA

Fee-Only financial planner located in Williamsburg, VA, serving clients locally and across the country

Daniel Joss is a Williamsburg, VA fee-only financial planner. Joss Financial Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Joss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Daniel Joss is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Daniel Joss

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 1769 Jamestown Road
    Suite 2C
    Williamsburg, VA 23185

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser