Accolades & Media

Washingtonian Magazine

Mar 1 2022Ranked Among Best Fee-Only Financial Planners

Listed as one of DC’s best financial advisers in 2022

Jan 7 2021Ranked Among Best Fee-Only Financial Planners

Listed as one of DC’s best financial advisers in 2021

Dec 1 2019Ranked Among Best Fee-Only Financial Planners

Listed as one of DC’s best financial advisers in 2019

Feb 23 2018Ranked Among Best Fee-Only Financial Planners

Listed as one of DC’s best financial advisers in 2018

Mar 20 2016Ranked Among Best Fee-Only Financial Planners

Listed as one of DC’s best financial advisers in 2016

Nov 17 2012Ranked Among Top Fee-Only Advisers

Listed as one of Washington's top financial experts

Nov 17 2010They Know Money: Area's Top Financial Experts

Selected one of the most respected financial advisors in Washington area

Northern Virginia Magazine

Sep 1 2021Top Financial Professionals In NoVA

Selected one of the Northern Virginia area’s best in finance in 2021

Sep 1 2020Top Financial Professionals In NoVA

Selected one of the Northern Virginia area’s best in finance in 2020

Sep 28 2019Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2019

Aug 23 2016Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2016

Sep 1 2015Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2015

Sep 1 2014Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2014

Sep 17 2013Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2013

Mar 17 2013Real Estate: What's the Best Course Now?

Mark Joseph quoted in article by Tracey Edgerly Meloni

Sep 17 2012Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2012

Apr 17 2011Top Financial Professionals In NoVA

Selected one of the Northern Virginia area's best in finance in 2011

Apr 17 2009Risky Business: Expert Financial Advisors

Featured as 1 of 50 top Northern Virginia firms

Washington Business Journal

Sep 17 2013Washington's Premier Wealth Advisors

Ranked one of DC's top wealth managers by NABCAP

Sep 10 2012Washington's Premier Wealth Advisors

Ranked one of DC's top wealth managers by NABCAP

Sep 17 2011Washington's Premier Wealth Advisors

Ranked one of DC's top wealth managers by NABCAP

Kiplinger Personal Finance

Oct 17 2013How to Lessen the Tax Bite in Retirement

Mark Joseph quoted in article by Sandra Block

Oct 16 2013How to Limit Taxes on Capital Gains in Retirement

Mark Joseph quoted in article by Sandra Block

Apr 17 2005Cash In On Your HOME?

Mark Joseph quoted in article by Kristin Davis

Bankrate.com

Nov 17 2005Should Women Save More for Retirement Than Men?

Mark Joseph quoted in article by Mark Terry

InvestmentNews

Oct 17 2006Charitable Rollover Provides Opportunity for Giving

Mark Joseph quoted in article by Deborah Nason

Oct 17 2005New Deferred-Comp Regs Seen as Boon to Planner Business

Mark Joseph quoted in article by Rick Miller

Money Magazine

Dec 17 2011Get More From Your Donation

Mark Joseph quoted in article by Kate Ashford

Sep 17 2006The Second-Chance Family

Mark Joseph quoted in article by Paul Keegan

Journal of Financial Planning

Dec 17 2004Making the Leap: Starting Your Own Firm

By J. Mark Joseph, winner of the Nationwide Call for Papers competition

Consumer Reports Money Advisor

Oct 17 2008Ask the Adviser Q&A: "Best Way to Buy Munis"

Mark Joseph responded to Q&A

Jan 17 2008More Resources, More Challenges

Carl Emerick quoted in article by Kendra Marr

Financial Planning Magazine

Jun 17 2005Sorting Through Certifications

Carl Emerick quoted in article by Ed McCarthy

Wall Street Journal

Nov 17 2010Seven Smart Money Moves for the Holidays

Mark Joseph quoted in article by Brett Arends

Feb 17 2006Finding an Index-Fund Genius

Mark Joseph quoted in article by Ron Lieber

USA Today

Dec 17 2010What Does the Tax Deal Mean to You?

Mark Joseph quoted in article by Sandra Block and John Fritze

Nov 17 2010Seven Smart Money Moves for the Holidays

Mark Joseph quoted in article by Brett Arends

Nov 17 2009Seniors Can Skip IRA Withdrawals This Year - Or Roll One Back

Mark Joseph quoted in article by Sandra Block

Oct 17 2009It's Not Too Late to Get In On Some Good Tax Breaks

Mark Joseph quoted in article by Sandra Block

Dec 17 2008Another Perk to Giving to Charity: A Nice Tax Break

Mark Joseph quoted in article by Sandra Block

May 17 2008Shrinking Nest Eggs: How the Ailing Economy Affects Yours

Mark Joseph quoted in article by Sandra Block

Feb 17 2008Finding an Index-Fund Genius

Mark Joseph quoted in article by Ron Lieber

Aug 17 2006New Legislation Makes It Easier to Donate Money to Charity from IRAs

Mark Joseph quoted in article by Sandra Block

Dec 17 2005This is the Year to Make Most of Charitable Donations

Mark Joseph quoted in article by Sandra Block

Woman’s Day Magazine

Feb 17 201210 Savvy Tax Moves for 2012

Mark Joseph quoted in article by Kate Ashford

CNN Money

Jun 17 2012The Help Desk: What Happens to Our Capital Gains Taxes If We Divorce?

Mark Joseph quoted in article by Kate Ashford

Jan 17 2012The Help Desk: Should I Use the FSA or Dependent Care Credit?

Mark Joseph quoted in article by Kate Ashford

Dec 17 2011The Help Desk: Can We Deduct the Cost of Caring for an Elderly Relative?

Mark Joseph quoted in article by Kate Ashford

Nov 17 2005When Writing a Check Just Isn't Enough

Mark Joseph quoted in article by Donna Rosato

Financial Advisor Magazine

May 17 2007A Lift for Giving

Mark Joseph quoted in article by Raymond Fazzi

ABC News Radio and Affiliates

Dec 17 2010Interviewed by ABC News

Mark Joseph responds to questions regarding payroll tax cut

FOXBusiness.com

May 17 2009Six Money Tips for Cash-Strapped Summer Interns

Mark Joseph quoted in article by Hope Holland

The New York Times

Mar 4 2016Devising a Tax Strategy After the Paycheck Is No More

Mark Joseph quoted in The New York Times article by Tara Siegel Bernard

Feb 17 2009Your Money: How to Avoid a Tom Daschle Tax Problem

Mark Joseph quoted in article by Ron Lieber

Sep 17 2008Memo to the Uneasy Investor: Be Strong

Mark Joseph quoted in article by Ron Lieber

Sep 17 2006Is a Recession Ahead? A Bond Buyer's Debate

Mark Joseph quoted in article by Robert Hershey, Jr.

Jan 17 2005After Writing a Will, You Still Have I's to Dot

Carl Emerick quoted in article by Jennifer Freidlin

BusinessWeek

Dec 17 2008Personal Finance: 20 Dos & Don'ts for 2009

Mark Joseph quoted in article by Ben Steverman

Jan 17 2008Risk: Smart Strategies for Tricky Times

Mark Joseph quoted in article by Ben Steverman