MBA, CFP®, RLP, CKA
Joss Financial Group
Fee-Only financial planner located in Williamsburg, VA, serving clients locally and across the country
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Daniel Joss is a NAPFA-Registered Financial Advisor
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.
Daniel Joss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Daniel Joss is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Daniel Joss is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Daniel Joss is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Daniel Joss
1769 Jamestown Road
Williamsburg, VA 23185