Marjorie L. Fox

Marjorie L. Fox, JD, CFP® founded Fox, Joss & Yankee, LLC (FJY) in January 2006 after 15 years as a principal of Rembert, Pendleton & Fox (formerly known as Rembert, D'Orazio & Fox and Hopewell Rembert Advisors). An established client base gave Marjorie and her partners, Dan Joss and Jon Yankee, an opportunity to build a firm based upon best practices. With the goal of exceptional client service, FJY continues to focus on recruiting and retaining talented staff, planning for an internal succession, developing work flow processes and financial management systems, and integrating leading-edge technologies.

The National Capital Chapter of the Financial Planning Association (FPA) recently honored Marjorie with its 2009 Planner of the Year Award. She has been a member of the FPA (and its predecessor organizations, the ICFP and the IAFP) since 1989. In the ‘90s, she served as President of the Northern Virginia Society of the ICFP, as a Vice President of the National Capital Chapter of the IAFP, and as Dean of the 9th Annual ICFP Mid-Atlantic Retreat. Marjorie is a NAPFA-Registered Financial Advisor who served on the NAPFA National Board of Directors from 2004-2007. She is a former Chair of the NAPFA Northeast/Mid-Atlantic Region Board and a Benefactor of the NAPFA Consumer Education Foundation.

Marjorie received a Bachelor of Arts degree in Economics, cum laude, from Pomona College and a Juris Doctor degree from UCLA Law School. She was admitted to the State Bar of California in 1981 and the District of Columbia Bar in 1985. Prior to joining Hopewell Rembert Advisors as an associate advisor in 1985, Marjorie co-authored Estate Planning Techniques with Paul R. Dean of Georgetown University Law Center and was a systems engineer with IBM and a systems analyst with Goode & Kiernan, CPAs in Los Angeles.

Washingtonian magazine named Marjorie one of the DC area’s top financial planners in 1994, 2002 and, most recently, in January 2009. Worth magazine has recognized her as one of the country's "Best Financial Advisers." She has been quoted in The New York Times, Washington Post, Newsweek, Fortune, U.S. News & World Report, Business Week Online, Money, Investment Advisor, Investment News, ABA Journal, Financial Planning, MorningstarAdvisor.com, Bloomberg Wealth Manager, Financial Advisor, Physicians Financial News, and the Street.com.

Marjorie lives in Great Falls, Virginia. She and her husband David, a forensic sciences consultant, recently celebrated their 35th wedding anniversary. Their son, Doug, is a member of the faculty at Loudoun Country Day School. Marjorie is a past president of the Cornwell Farm Homeowners Association and is an active member of Immanuel Presbyterian Church in McLean, Virginia. She enjoys reading, walking, and time with family and friends.

Marjorie was named one of the DC area's top financial planners in the January 9, 2009 issue of Washingtonian Magazine.

The Washingtonian developed its list by surveying hundreds of experts, asking "Whom would you trust with your own money?" The magazine then followed up the recommendations with their own research. Those on the list received the most recommendations. Marjorie was one of only 33 financial planners named.