Financial Planning and Investment Management

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.