FJY Financial is a fee-only financial planning and investment management firm serving the Washington, DC metropolitan area and Midland-Odessa, Texas region.
The firm came into being when three of Northern Virginia’s top financial planning and investment management professionals – Marjorie Fox, Dan Joss and Jon Yankee – combined their decades of collective experience to build a client-centered firm that worked the way they believed it should:
- Focused expertise in helping clients articulate their vision and goals and customizing our advice accordingly.
- A fee only, fully-transparent model – acting as our clients’ fiduciary, which means we never sell or recommend anything that puts our interests before theirs.
- A holistic, integrated approach that addresses and supports every milestone in a client’s life that impacts their financial decisions, including retirement, estates and trusts, education and business succession planning.
- A strong, consistent commitment to the Northern Virginia community we serve.
Today FJY Financial is one of the most respected and successful financial planning and investment management firms serving the Washington, DC metropolitan area and Midland-Odessa, Texas region.