Photo: The Fox, Joss & Yankee Team

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

Young Professionals and Families

You—and perhaps your spouse—are just beginning to think about your financial future—perhaps due to a recent milestone such as a marriage or birth of a child–and how to best plan for the future. Where do you start?  How do you sort out the myriad options? And most importantly, what type of financial future do you see for yourself and your loved ones? Learn More

Executives & Entrepreneurs

Many FJY clients come to us for help with the unique challenges related to variable income—often due to stock option grants, bonuses and commissions.  Fluctuations in compensation can cause a unique set of challenges related to cash management and taxes, among many others. Learn More

Late-Career Professionals

When you are within sight of retirement there are many specific and complex steps to take to realize the financial future you expect for yourself and your loved ones.  FJY’s mission is to help you plan in advance, with specific milestones and checkpoints to give you peace of mind and security. Learn More

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About FJY

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.

Learn how Fox, Joss & Yankee can help.