Fairfax, VA
FAMILY Wealth Management in Fairfax, Virginia
Jason Howell Company is based in Fairfax, Virginia, and works with families across Fairfax County who are thinking about wealth across three generations. The firm provides fiduciary financial planning, resilient investing, family governance, next-generation education, and proactive philanthropy from its Fairfax base.
What wealth looks like in Fairfax
Fairfax City and the surrounding county cover an unusually wide range of circumstances, from first-generation professionals building toward a first million to families managing the proceeds of a business sale.
What they share is a set of questions the conventional advisory relationship does not answer: how much to help adult children without creating dependence, and what to do about parents whose affairs have not been reviewed in decades.
How we work with Fairfax 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.