JASON HOWELL COMPANY

www.jasonhowell.com

Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business. Jason J. Howell, CFP® and Douglas W. Tees, MBA, CFP® are both married to patient wives and are dedicated to their kids. They have built a firm with a great reputation based in Northern Virginia and they hope to pass it on to their children someday. Our firm owners believe that serving families through a process that supports family harmony, preserves family history and nurtures family values is the key to true wealth. Our process transforms regular investors into patriarchs and matriarchs of their families and communities. It begins with our responsible Investment Strategy and by equipping our clients with three (3) tools for creating sustainable wealth: Your Personal ROADMAP (PR) which identifies 40 to 60 recommendations to improve your financial plan Your Implementation Guide (IG) which priorities (by month) when you ought to implement those recommendations Your Family Constitution (FC) which clarifies how those recommendations connect to your values We call this process Family Governance. It goes beyond traditional financial planning by adding the "values management" and family history component.

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Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business. Jason J. Howell, CFP® and Douglas W. Tees, MBA, CFP® are both married to patient wives and are dedicated to their kids. They have built a firm with a great reputation based in Northern Virginia and they hope to pass it on to their children someday. Our firm owners believe that serving families through a process that supports family harmony, preserves family history and nurtures family values is the key to true wealth. Our process transforms regular investors into patriarchs and matriarchs of their families and communities. It begins with our responsible Investment Strategy and by equipping our clients with three (3) tools for creating sustainable wealth: Your Personal ROADMAP (PR) which identifies 40 to 60 recommendations to improve your financial plan Your Implementation Guide (IG) which priorities (by month) when you ought to implement those recommendations Your Family Constitution (FC) which clarifies how those recommendations connect to your values We call this process Family Governance. It goes beyond traditional financial planning by adding the "values management" and family history component.

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Country

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State

Virginia

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City (Headquarters)

Vienna

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President | Family Wealth Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer and Wealth Adviser

    Email ****** @****.com
    Phone (***) ****-****

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