Meet Dan

Dan Joss, MBA, CFP®, RLP®, CKA®

Founder, Senior Advisor

When it comes to making smart choices in their financial life, many wealthy families find themselves stuck in indecision for fear of doing it wrong.

Dan established Joss Financial Group to help individuals and families transform confusion into confidence, to make a bigger impact with their one financial life.

As a husband, a father, and committed member of the Williamsburg community, Dan understands first-hand how important it is for you to know you’re on the right financial path.

Dan founded Joss Financial with the goal of helping people pursue their priorities, purpose, and dreams with his unique approach to financial planning. Turning his vision into his team’s shared passion, Joss Financial Group serves as a trusted advisor guiding you to do more good in all areas of your financial life.