Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jacob H
CFP®, Series 63
Dallas, TX
Eagle Strategies (NY Life)
Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.
Grant H
Series 63, Series 65
Dallas, TX
Eagle Strategies (NY Life)
Grant Howell is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include work with NYLIFE Securities, LLC and Bright & Associates, LLC. Outside of financial services, Howell has been involved with the Fellowship of Christian Athletes and Kanakuk Kamps. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm employs a range of program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters