Company Overview

Fox, Joss & Yankee is a fee-only financial planning and investment management firm serving the Washington, DC metro area, in particular the Tysons-Reston-Herndon-Dulles corridor.

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 Fox, Joss & Yankee is one of the most respected and successful financial planning and investment management firms serving the Washington, DC metropolitan area.

About FJY
Learn how Fox, Joss & Yankee can help.

  • What Is Financial Planning?

    What Is Financial Planning?
    It's a process, not a product.

    Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial challenges that inevitably arise in every stage of life.

    For more information, please visit the Financial Planning Association web site at www.fpanet.org.