A complete list of active advisors currently associated with Howard Wealth Management, LLC
Warmer can help you find a great advisor at Howard Wealth Management, LLC or one who fits your needs even better.
Howard Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management, financial planning, pension consulting, family office and wealth planning, and financial consulting. As of February 11, 2026, the firm reports $397 million in discretionary assets under management across roughly 237 client relationships supported by two advisors. The firm operates as a fiduciary and develops customized portfolios by gathering client goals, risk tolerance, and financial circumstances, primarily using low-cost, diversified mutual funds and ETFs while also employing individual stocks, bonds, and alternative investments when appropriate. Investment selection follows an internal due diligence process and the firm generally takes a long-term approach while permitting tactical reallocations or shorter-term transactions to address client objectives; both discretionary and non-discretionary engagements are offered. Howard Wealth Management’s brochure highlights formal educational seminars and workshops for employers and retirement plan participants — including participant enrollment meetings and plan-level education on diversification, asset allocation, risk tolerance, and time horizon — services that the firm treats separately from individual client engagements. The firm also combines pension consulting with family office and wealth-transfer services (estate planning and trustee oversight, integrated tax planning, family philanthropy and lifestyle management), a service mix that is less common for advisory teams of this size.
To learn more about the advisors currently working at Howard Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Howard Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Norwalk, CT
| 23
| |
Madison, CT
| 29
|
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