We are fiduciaries, and our clients are confident that our advice is in their best interest. As a fee-only firm, our clients understand that they are the only source of our revenue. We don't accept commissions or referral fees. Our primary goal is to help clients achieve theirs. Choose wealth management services that include financial planning and investment management.
Obtain information and advice to demystify the planning process and make better financial decisions. Leverage our decades of experience to increase your knowledge of wealth building, investment concepts, and new opportunities in the continuously changing world of personal finance.
Obtain information and advice to demystify the planning process and make better financial decisions. Leverage our decades of experience to increase your knowledge of wealth building, investment concepts, and new opportunities in the continuously changing world of personal finance.
Services
Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 200 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and now, in 2020, has joined with Katherine Brown to create Joss Brown Wealth Advisors.
Katherine Brown has 20 years of experience in the Financial Planning field and has been a NAPFA registered advisor for more than 15 years. Katherine has been featured in the Daily Press and Black Enterprise as one of the the few trusted fee-only advisors in Hampton Roads. Katherine founded BrownPlanning in 2005, which held assets in excess of $36 million.
Michelle brings a unique perspective to financial planning that few advisors offer. With a strong legal background, experience as a successful entrepreneur, and a keen understanding of the business cycle through owning and managing multiple businesses, Michelle helps clients plan for realistic challenges to their planning goals.
Phillip joined the Joss Brown team in June of 2021. He graduated Suma Cum Laude from Virginia Tech, where he studied Financial Planning with a minor in Spanish Language. It was there that Phillip chose this profession. Being analytical in nature, Phillip desired a career where he could challenge his mind and serve others.
A fiduciary is someone who must put their clients' interests above their own and has a legal responsibility to always act in the best interest of their clients before themselves. Fee only investment advisors do not accept commissions on sales of products, which clears the lines of upholding a fiduciary standard.
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