A complete list of active advisors currently associated with Howe Financial Advisory, LLC

Warmer can help you find a great advisor at Howe Financial Advisory, LLC or one who fits your needs even better.

The firm provides personal financial consulting, fee‑based financial planning and discretionary investment management to high‑net‑worth individuals and related entities (trusts, retirement plans, non‑profits and small businesses), though it currently manages assets for a very small number of individual clients. Investment management services are administered on a discretionary basis for existing clients, with custody and account reporting handled through third‑party custodians. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and cost‑effective implementation using individual securities, ETFs and mutual funds; it favors selecting individual bonds to better control cost and principal fluctuation. Research is drawn from third‑party providers (including custodian research) and the adviser generally pursues long‑term, tax‑aware holdings rather than market timing. Distinctive features include the firm’s very small, solo practice and an explicit policy not to accept new investment management clients, and the adviser’s continued use of CFP Board planning steps after retiring formal CFP® certification. Operationally the firm discloses no broker/dealer affiliations or soft‑dollar arrangements, does not aggregate trades, and maintains specific client communication and payment practices (it does not accept business text messages and certain consultations are limited to cash/check), along with documented privacy and data‑security safeguards.

To learn more about the advisors currently working at Howe Financial Advisory, 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.