Daniel D. (Dan) Joss
MBA, CFP®, RLP®, CKA®
Joss Financial Group
Dan Joss, MBA, CFP®, CKA®, Registered Life Planner®, believes in enjoying a simple, generous, relaxed and active lifestyle. So, after developing his own life plan, Dan, his wife, Robin, and their three children decided to make Williamsburg, Virginia, their home. Dan founded Joss Financial Group LLC in Williamsburg in 2015. Prior to that, he was a founding partner of FJY Financial, a large financial planning and investment firm in Northern Virginia.
A former transportation officer in the United States Army, Dan earned his Ranger tab and Master Parachutistst badge while serving in challenging leadership positions. He earned a B.S. in Business Administration with emphasis in accounting and finance from the University of Southern California, and completed his MBA in 1999 at Regent University in Virginia Beach, where he focused on financial planning.
Named a “Top Financial Professional” by Northern Virginia multiple times, Dan has also been recognized as a top advisor and Registered Investment Adviser by Washingtonian Magazine and Financial Advisor Magazine. Joss Financial Group is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network, the leading organization of fee-only financial advisors dedicated to serving Gen X and Gen Y clients.
Daniel D. (Dan) Joss's fiduciary obligation is governed by:
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.
Your financial well-being is at the center of our investment philosophy. First, we listen your hopes, desires, concerns and aspirations for the future. Then, we work with you to develop a long-term strategy based on your goals. Finally, we help you stay connected and committed to your plan – through both good times and bad – until you achieve what matters to you.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Daniel D. (Dan) 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 D. (Dan) Joss is 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 D. (Dan) 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 D. (Dan) 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.
Daniel D. (Dan) 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.
Contact Daniel D. (Dan) Joss
1321 Jamestown Road, Suite 104
Williamsburg, VA 23185