With years of collective experience providing financial planning and investment management services, the team at Fox, Joss & Yankee set out to build a client-centered firm that works the way they believe it should:
A fee only, fully transparent model. A holistic approach that incorporates every aspect of the client’s lifecycle. A strong commitment to the community. And a keen ability to translate clients’ vision and goals into a customized and comprehensive plan.
For Business Owners
As a business owner, you have achieved success by managing your business your way, down to the last detail—and by knowing when to engage with professionals on critical topics such as legal advice and accounting. What about financial planning? From cash flow management to estate planning to retirement and succession planning, the right financial advisory firm should develop a plan to help you ensure the future you want for yourself and your family. Learn More