We help wealthy families live their
very best financial life
MAKE BETTER DECISIONS • PURSUE GREATER IMPACT • LIVE GENEROUSLY
Are you making your greatest impact?
Once you’ve saved a few million dollars, every choice you make can have a much larger impact on your financial future. Sadly, many good people become overwhelmed by the complexity of wealth, and put off key decisions, for fear of making a mistake.
For more than 20 years, we’ve helped hundreds of wealthy individuals and families clarify their finances and make a greater impact with their resources.
At Joss Financial Group, we believe everyone should be free to live generously, bless others, and make a difference in the causes they love. It starts with a purpose-driven strategy for your wealth.
Daniel Joss, Founder, Senior Advisor
Imagine making your greatest impact!
MAKE SMARTER CHOICES WITH MONEY
We’ll organize all aspects of your financial world into one clear plan, so you can make wise and informed decisions.
CONFIDENTLY LIVE YOUR PRIORITIES
Discover the joy and contentment that comes from aligning your financial life with your life’s most important priorities.
KNOW YOU’RE ON THE RIGHT PATH
Feel settled, knowing your financial house is in order and you’re on a clear plan to a confident tomorrow.
WHO WE SERVE
Families who have more than two million dollars
Widow(er)s finding their “new normal”
Individuals pursuing a career change
Offering financial guidance when it matters most:
- Personalized and objective advice
- Custom financial strategies
- College savings plans
- Retirement planning
- 401k, 403b, and 457 plan consulting and management
- Tax saving strategies
- Advocate to tax, estate planning, and other counsel
- Social Security planning
Ready to get clear about your finances, and make an even greater impact?
“Our kids were growing up fast, and college was on the horizon. Up to this point, I tried to handle things on my own; but now the numbers were much bigger. We needed to get on the same page…”
“My whole world changed so fast. I didn’t want to regret missing something important as I began to make sense of my finances. I needed somebody I could reach out to…”
“After retiring from the service, I felt like I was starting my career all over again. I needed a sense of clarity and direction to help me know I was on the right path.”
The Joss Financial Group Advantage™
Let’s face it. Wealth can feel complicated and overwhelming at times. Many very good people avoid making important decisions for far too long, and thus pay the consequences, but money doesn’t have to be confusing.
At Joss Financial Group, we’re more than financial advisors. Like you, we’re family members, we’re church volunteers, and we’re committed members of our Williamsburg community. For over 20 years, we’ve helped hundreds of individuals and families clarify their finances and make a greater impact in the world around them.
We’ll help you align all areas of your one financial life into a clear strategy you feel confident following.
You and your loved ones will discover a sense of shared direction and intent through our proven planning process.
Our fee-only model completely frees us to offer completely objective and unbiased advice that is in your best interest. Rest assured, knowing there’s never a hidden agenda in our advice. Ever.
As a Certified Kingdom Advisor®, we believe scripture provides timeless wisdom for those entrusted with wealth. We’ll help you fully integrate your faith and finances to discover lasting joy, contentment, and peace in your financial world.
Live your very best financial life, in three simple steps:
Schedule A Call
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Exploratory Meeting
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Make Your Greatest Impact
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Mistakes with wealth are quite costly.
Don’t let indecision hold you back from making your greatest impact.
You were made for more.
If you’re ready to live with the true joy, contentment, and satisfaction that
comes from a well ordered financial life, then schedule a call with us today.
