Daniel Joss
MBA, CFP®, RLP®, CKA®
Joss Brown Wealth Advisors
Wealth and Financial Life Advisor
Daniel Joss
MBA, CFP®, RLP®, CKA®
Joss Brown Wealth Advisors
Wealth and Financial Life Advisor
Financial Life Planning. Wealth Management. Continuous fiduciary oversight. Fee Only Services. Live what matters with financial confidence. - Daniel Joss, MBA, CFP®, RLP®, CKA®
Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, with offices in Williamsburg, Newport News, and McLean VA serving clients locally and across the country with at least $1 Million in investable assets. Dan is particularly familiar with clients 50 years of age plus and nearing retirement.
Daniel (Dan) Joss is a Williamsburg, VA fee-only financial planner. Joss Brown Wealth Advisors provide comprehensive financial planning and investment management 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.
Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 250 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and has recently joined with Katherine Brown to create Joss Brown Wealth Advisors. Their shared vision and faith along with combined talents and experiences will further enhance their clients' Life Plans.
Dan excels at asking poignant questions to determine what inspires and motivates his clients. These initial planning sessions will be introspective and challenging. Long-time clients give testimony that one must think deeply in terms of their own personal values and ask questions like:
“If you had more time or money, what would you do?”
“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”
“What moves, touches, or inspires you?”
Dan’s approach to financial planning: "living what matters" was born of his own life experiences. Originally from Seattle, Washington, Dan is a graduate of the University of Southern California, where he studied Business Administration with an emphasis in Accounting and Finance. In 1988 he was commissioned in the US Army, later earning his Ranger Tab and Master Parachutist. In 1999, Dan earned a Master of Business Administration with emphasis in Financial Planning from Regent University while still on active duty. His CFP® designation was awarded in 2003, and he earned his Registered Life Planning (RLP®) designation from the Kinder Institute of Life Planning in 2009.
Before moving to Hampton Roads, Dan co-founded and partnered in a wealth management firm in Northern Virginia where he helped high-net-worth clients maximize their financial resources to achieve their life goals. Whether it was portfolio management, maximizing after-tax returns, real estate opportunities, inter-generational wealth transfer, or a host of other unique financial issues, Dan has reaped a wide range of real-world experiences that lend greatly to helping clients achieve fulfillment. Northern Virginia Magazine and the Washingtonian have even recognized Dan as a "Top Financial Planner" over the years. He has been quoted in local print and online publications, with clients volunteering to tell their personal financial stories to national publications like Smart Money and Kiplinger's.
“I am committed to helping clients develop intentional road-maps to a life of fulfillment by utilizing their wealth and talents for that purpose.”
During Dan's tenure in NoVA, he created and implemented a Life Plan for his own family. It was this major lifestyle change that prompted his book, "10,080 Minutes" where he shares how he became laser-focused on his faith, his family, and creating the time to enjoy both. These epiphanies led Dan to Hampton Roads, where today he invests his time with his wife and family, living life focused on what matters most. When Dan is not working with clients, he enjoys consistently taking his family to church and devoting time daily to reading the Bible. Otherwise, he is on the golf course, taking walks in Colonial Williamsburg, or planning short getaways with his family.
Daniel Joss is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Joss Brown Wealth Advisors is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Hampton Roads, Virginia and the Metro DC area. Our services include fee only objective financial advice, continuous fiduciary oversight, and financial life planning. We bring financial confidence to our clients so they can live what matters to them with more freedom.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- 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
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Daniel Joss is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Joss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Daniel Joss is a Member of the XY Planning NetworkThe 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.
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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.
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Daniel (Dan) Joss is a Registered Life Planner® (RLP®)A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
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Joss Brown Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Dan Joss is Interviewed on the Morning Fuel Podcast
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Dan Joss writes for FiGuide
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Dan Joss is Quoted on Kiplinger: "How a Home Fits Into the Financial Puzzle"
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Dan Joss is Co-Author of 10,080 Minutes: Living What Matters One Week at a Time
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Dan Joss is Quoted in The Columbus Dispatch: "Yes, You Can Save for College and Retirement"
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Dan Joss Contributed to Retirely: "GIFTING COLLEGE AID TO YOUR GRANDKIDS"
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Dan Joss is Quoted on Quicken.com: "Live Debt-Free"
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Dan Joss is Quoted on RIA Biz: "Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future"
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Dan Joss is Quoted in Themagazineplus.com: "Joss Brown Wealth Advisors Launches in Newport News, Williamsburg, and NOVA"
Contact Daniel Joss
Office Locations:
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1321 Jamestown Road
Suite 201
Williamsburg, VA 23185 -
751 Thimble Shoals Blvd.
Suite C
Newport News, VA 23606 -
1765 Greensboro Station Pl
9th Floor
McLean, VA 22102
