You are the first household in your family history to earn and save 6 or 7 figures. You just may be suffering from a little financial imposter syndrome. 

Maybe you founded a successful company or run a successful non-profit. Or maybe you and your partner just worked to become highly compensated professionals. You planned to do well but didn't quite plan what do with wealth. You work long hours while managing household that may still include kids.

How do you share your financial success without spoiling your kids?

You are a little embarrassed that you earn more in midlife than your parents (and siblings?) ever have. You have saved what used to seem like an enormous amount of money, but you are still not sure if it is enough. 

How do you know how much is “enough?”  

Our typical "first generation" success stories include dual income parents who work, save and have just the right amount of fun. They trend a little older - Baby Boomers (born 1946 - 1964) and Gen-Xers (born 1965 - 1980) - but we're starting to see more Millennials (born 1981 to 1996) who don't want to wait until it's too late. They earn impressive incomes and have accumulated a good bit of savings. As bona fide experts themselves, they expect fiduciary expertise from people they hire. They are just not sure about the "big box" brokerage firms that advertise one thing and seem to do another

How do you know who to trust?

First generation wealth accumulators realize that they:

  • Need to “do something” with the cash in their checking/savings
  • Need an investment strategy for “up” and “down” markets
  • Need a plan to mitigate market, credit, inflation, and political risks
  • Need to start tax planning instead of just tax paying
  • Need to be sure they are choosing the right work benefits
  • Need to reduce financial miscommunications between partners
  • Need to separate business finances from personal finances
  • Need to plan for money while alive and for what happens after death

You don’t want a typical “big box brokerage” financial advisor. You want to reduce the confusion, anxiety, stress (and arguments?) associated with your financial life.

You want to travel more and argue less. You want your home to be a place of rest, fun and great memories. You want to spend more time with old friends, family and even your in-laws! You want philanthropy to be part of your family traditions. You want an independent team of professionals who can help make work optional. 

We can help.

Book an introductory call (below) or click "NEXT" to see who we are. 

NEXT, see Who We Are...



To start feeling more confidence and less imposter syndrome about your money decisions, schedule a no obligation Introductory Call


Jason Howell Company (“Jason Howell Company”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Jason Howell Company in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jason Howell Company, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy