Great Falls, VA
FAMILY Wealth Management in Great Falls, Virginia
Jason Howell Company works with families in Great Falls, Virginia, providing fiduciary financial planning, family governance, resilient investing, and philanthropic strategy. The firm operates from Fairfax and coordinates an independent bench of estate, tax, trust, and insurance specialists around each family.
What wealth looks like in Great Falls
Great Falls is unusual in the region for how much of its wealth is held in property and privately owned businesses rather than in public equity or employer stock. That makes illiquidity — and the planning that has to happen before a sale rather than after — a more common starting point here than elsewhere in the county.
Families with substantial land holdings also raise questions the standard advisory relationship rarely addresses well: whether a property stays in the family, who maintains it, and how that intention is written down so it survives the generation that formed it.
How we work with Great Falls 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.