Daniel D. Joss

Further information about Daniel D. Joss:

Daniel D. Joss, MBA, CFP(R), AIF(R) is a 1988 graduate of the University of Southern California, where he earned a Bachelor of Science degree in Business Administration. In 1999, he earned a Master of Business Administration, with an emphasis in financial planning from Regent University. Prior to founding Fox, Joss & Yankee, LLC, Dan was a Lead Advisor at Rembert, Pendleton & Fox (formerly known as Rembert, D'Orazio & Fox). Dan is a NAPFA-Registered Financial Advisor.

Dan is a former commissioned officer of the United States Army and served in several challenging leadership positions. During his military service, he successfully completed two of the Army's most rigorous training programs, earning the Ranger Tab and the Master Parachutist Badge.

Dan is experienced in global asset allocation and portfolio design for professionals, retirement plans, cash management, insurance needs analysis, real estate, education funding techniques, and estate planning. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the National Capital Area Chapter of the Financial Planning Association (FPA).

Dan lives in Vienna, Virginia, with his wife, Robin. They have two sons, Dryden and Deven, and a daughter, Daelyn. He enjoys investing time in his family, traveling, and playing an occasional round of golf.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

FPA, NAPFA

Education:

Not specified

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Further information about Fox, Joss & Yankee, LLC:

(Size of firm: 0-9 advisors)

Fox, Joss & Yankee, LLC is a fee-only financial planning and investment management firm based in Reston, Virginia. Our mission is to provide every client with the highest level of personalized service our profession has to offer. In addition to giving each client planning recommendations and advice that is specific to their goals and needs, we also assist in the implementation and monitoring of client financial plans and investment portfolios.

Our clients consist of professionals, retirees, business owners, qualified retirement plans, associations, and other non-profit and charitable organizations.

Financial Planning

Defining financial goals and developing a plan for the realization of those goals is the most basic, yet unaddressed challenge faced by individuals and families. We believe that families devote too little attention to planning for their future. The advisors at Fox, Joss & Yankee, LLC are committed to the type of comprehensive financial planning and education that individuals and families need in this increasingly complex and unpredictable information age. Inflation, taxation, and the volatility experienced in the domestic and international capital markets could be devastating to those who fail to provide for their financial needs. We work with our clients to prepare for the unexpected and plan for the future.

Investment Management

Fox, Joss & Yankee, LLC has extensive investment expertise and offers a full range of investment advisory services to individual and institutional investors. Our investment philosophy takes exception to market timing and transaction-based techniques that are sometimes associated with today's investment management environment. We focus our efforts on long-term investment strategies that address financial needs and goals within the context of a personal risk tolerance or investment policy. We understand and embrace our fiduciary role as our clients' advisor and we work closely with clients to ensure that risk tolerance and time horizon are considered when developing an appropriate investment strategy.

What Is 'Fee-Only'?

An advisor should give advice that is objective and which requires an effort to minimize or avoid conflicts-of-interest. Fox, Joss & Yankee, LLC believes that objectivity is impaired if the advisor's compensation depends on his or her recommendations. Therefore, we do not receive commissions, referral fees, bonuses, awards, or non-monetary benefits based on the financial planning or investment recommendations we make. Our only compensation is the fee agreed upon with our clients. Our clients can be comforted that as fee-only advisors, our recommendations are solely in their best interest and are not designed to generate additional compensation. Our active involvement in the National Association of Personal Financial Advisors (NAPFA) is further evidence of our commitment to comprehensive, fee-only advice in a fiduciary capacity for our clients.