Falls Church, VA
FAMILY Wealth Management in Falls Church, Virginia
Jason Howell Company provides fiduciary financial planning and FAMILY wealth management to families in Falls Church, Virginia. The firm's practice covers resilient investing, family governance, next-generation education, and proactive philanthropy.
What wealth looks like in Falls Church
Falls Church combines long-tenured federal and professional careers with some of the region's highest household incomes, which tends to produce substantial retirement assets alongside significant equity in a single primary residence.
Households here often have a strong charitable inclination that has never been given structure — recurring gifts made annually with no strategy behind their timing, the assets used, or the tax treatment.
How we work with Falls Church 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.