Daniel D. (Dan) Joss

MBA, CFP®, RLP®, CKA®

Joss Financial Group

Founder

Daniel D. (Dan) Joss

MBA, CFP®, RLP®, CKA®

Joss Financial Group

Founder

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA®

Daniel Joss is a Williamsburg, VA financial advisor and investment manager. Joss Financial Group specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Daniel Joss is a fiduciary financial planner.

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:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

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:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

Contact Daniel D. (Dan) Joss

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Office Locations:

  • 1321 Jamestown Road, Suite 104
    Williamsburg, VA 23185

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