Founder Jason Howell is a former US Congressional candidate, CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Adviser™, Chartered SRI Counsellor™ and active alumnus of George Mason University’s School of Business.
Jason Howell Company (JHCo.) is an independent, family wealth management firm run by two owners who consider it their family business.
Principals Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® are both married to patient wives, still have young kids and are dedicated to continuing education and teaching others about money. Jason and Doug have built a firm with a great reputation. The firm is based in Northern Virginia but serves clients (virtually) all throughout the United States.
Feel Good About Your Money™
We believe that dual-income parents with high achieving kids should feel good about their financial success. And they just want to make money more meaningful. You have a plan for your life and the causes you believe in. We fit that plan to your finances so you can feel confident, excited, generous, hopeful and good about your money.
Our process begins with building a financial plan a sustainable, responsible Investment Strategy (SRI, ESG) and a proactive plan for philanthropy. Our deliverables include equipping our clients with three (3) tools for managing wealth as a community stakeholder:
- Your Personal ROADMAP (PR) which identifies 40 to 60 recommendations to improve upon your family’s financial plan (the “what”)
- Your Implementation Guide (IG) which priorities (by month) when you ought to implement those PR recommendations (the “when”)
- Your Family Constitution (FC) which clarifies how those recommendations reinforce your values (the “why”)
We call this process Family Governance. It goes beyond traditional financial planning so you can, yes, feel good about your money.
And despite how serious this all can be, we strive to keep meetings lighthearted with positive energy and good humor.
To feel good about your money, just book an introductory call here: Introductory Call
DC, MD, VA (Virtual)