Live What Matters
At Joss Financial Group, our specialty is helping clients live what matters most to them. Let us show you how our holistic life and financial planning services can provide the confidence you need to live the life you want.
Don’t have time to get your life plan in order? If we can do it, so can you! Read about the Joss family’s personal quest to live what matters in our free eBook, 10,080 Minutes: Living What Matters One Week at a Time.
Make Your Life Matterful™
Get valuable tips and information on living what matters to you! From investing and saving, to education and tax planning, our Matterful™ blog keeps you in the know with timely topics and fresh perspectives.
Financial Life Planning
Financial life planning is the holistic process of understanding how your finances fit within the broader context of your life. The result is a deeper connection to your dreams and aspirations, with a plan to help you achieve them.
We act as the hub for all of your financial needs, integrating plans for your investments, cash-flow, education, insurance and asset protection, retirement, managing your legacy and estate, income tax, and charitable giving all in one place.
Joss Financial Group is a fee-only fiduciary Registered Investment Advisory firm. We do not accept compensation from the sale of financial products, enabling us to minimize any conflicts of interest in serving you.
Joss Financial Group developed its investment philosophy from market-tested academic research by the University of Chicago, Yale, Stanford, MIT, and other renowned institutions. We believe in creating evidence-based investment plans that fit our clients’ needs through diversification, reducing expenses and turnover, and minimizing the impact of taxes.
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.
We build your financial confidence, so you can achieve the lifestyle you want to live.
How We Work
Our multi-step process puts you on the path to success, with a clear view of your envisioned future.
We will always place your interests ahead of our own, by disclosing, eliminating, or mitigating potential conflicts of interest.
• CERTIFIED FINANCIAL PLANNER™
• Registered Life Planner®
• Certified Kingdom Advisor®
About Dan Joss
Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA® believes in enjoying a simple, generous, relaxed, and active lifestyle. So, after developing his own life plan, Dan with his wife Robin, and their three children decided to make Williamsburg, Virginia, their home. Dan founded Joss Financial Group, LLC in Williamsburg in 2015.
About Dan Joss
Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA® believes in enjoying a simple, generous, relaxed, and active lifestyle. So, after developing his own life plan, Dan with 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 a large financial planning firm in Northern Virginia.
A former transportation officer in the United States, Army, Dan earned his Ranger tab and Master Parachutist badge while serving in challenging leadership positions. He earned his 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 Magazine multiple times, Dan has also been recognized as a top advisor and Registered Investment Advisor by Washingtonian Magazine and Financial Advisor Magazine. Dan is a CERTIFIED FINANCIAL PLANNER™ Professional, as well as 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. He is also a member of Kingdom Advisors, an organization that helps people integrate their faith with their finances.
Who We Serve
Our clients span several generations and come from all walks of life, but they each have one thing in common: a desire to work with one advisor who can “put it all together” for them. Our holistic approach to life and financial planning appeals to individuals and families who lack the time, discipline or financial confidence to create plans on their own. For them, we serve as life coach, trusted financial advisor, objective third party, and accountability partner.
Whether you’re a high net-worth individual or a high-earner who’s just starting out,
you deserve to live what matters to you. Read more about our clients.