Arlington, VA
FAMILY Wealth Management in Arlington, Virginia
Jason Howell Company works with families in Arlington, Virginia, offering fiduciary wealth management across three generations. The firm provides financial planning, resilient and sustainable investing, family governance, and philanthropic planning, coordinating with each family's other professional advisors.
What wealth looks like in Arlington
Arlington skews toward a younger wealth-building population than the rest of the corridor — senior federal employees, consultants, technology and defense professionals — with a meaningful share of net worth in property purchased well before recent appreciation.
Sustainability tends to come up unprompted here more than anywhere else we work. Families ask directly whether their portfolio can reflect what they actually care about, which is a far more productive starting point than a screen imposed on them.
How we work with Arlington families
Common questions
Is Jason Howell Company a fiduciary?
Yes. Jason Howell Company is a registered investment adviser and acts as a fiduciary, meaning it is obligated to act in clients' best interests. The firm accepts no commissions or kickbacks from any of the specialists it introduces to clients — the independent legal, tax, trust, insurance, banking, and family-dynamics professionals it coordinates with.
What size families does Jason Howell Company work with?
The firm works with families thinking across three generations — typically a first-generation wealth creator, their adult children, and aging parents. Many arrive around a liquidity event such as a business sale. Most sit somewhere between $5 million and $30 million in investable assets: past the point where a model portfolio and a retirement projection are enough, and below the point where the largest private banks organize governance, education, and philanthropy around a family. The firm describes that range as the donut hole in the wealth industry. It is a description of who this work is built for, not a minimum required to become a client.
Where is Jason Howell Company located?
Jason Howell Company is based in Fairfax, Virginia, in the Washington, D.C. metropolitan area, and serves families throughout Northern Virginia and the surrounding region. Introductory conversations are held by phone or video, and the firm publishes its Form ADV Part 2 for review.