Joss Brown Wealth Advisors

Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 200 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and now, in 2020, has joined with Katherine Brown to create Joss Brown Wealth Advisors. Their shared vision and faith along with combined talents and experiences will further enhance their clients' Life Plans. Dan excels at asking poignant questions to determine what inspires and motivates his clients. These initial planning sessions will be introspective and challenging. Long-time clients give testimony that one must think deeply in terms of their own personal values and ask questions like: “If you had more time or money, what would you do?” “What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?” “What moves, touches, or inspires you?” Dan’s approach to financial planning: "living what matters" was born of his own life experiences. Originally from S

Phillip Saunders is a Series 65 credentialed advisor at Joss Brown Wealth Advisors with four years of industry experience. He has worked with Joss Brown Wealth Advisors and its affiliated group since 2021. His prior roles include positions at Virginia Tech and Partners in Financial Planning, as well as involvement with the Virginia Future Farmers of America Association and Crossroads Camp. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, charitable organizations, and other entities, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers a combination of digital platforms, third-party managers, and personalized planning services.

Deven Joss is a CFP® professional with four years at Joss Brown Wealth Advisors and a total of two years in the financial industry. His prior work experience includes roles at several organizations such as Colonial Hills Golf Club and Liberty University. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, and charitable organizations with financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers a mix of discretionary and non-discretionary services using a variety of platforms and custodians.

Michelle Robinson is a financial advisor at Joss Brown Wealth Advisors with six years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she served six years as a Hampton Commonwealth Attorney. Outside of financial advising, she owns and manages Xcelling Champion, LLC, an online tutoring and coaching business focused on preparing students for the CFP® exam. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, charitable organizations, and other entities, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers both discretionary and non-discretionary services through a combination of digital platforms and independent managers.

Katherine Brown is a CFP® with 21 years of experience in financial advising. She currently works at Joss Brown Wealth Advisors, where she has been with the firm since 2020, following 15 years operating her own advisory firm. Outside of her advisory role, she is a 50% owner of Maison Brune Investments, LLC, a real estate investment business she manages with her spouse. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, and charitable organizations, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in regulatory assets and offers a combination of discretionary and non-discretionary services through multiple platforms and third-party managers.