McLean, VA
FAMILY Wealth Management in McLean, Virginia
Jason Howell Company provides fiduciary FAMILY wealth management to families in McLean, Virginia. The firm delivers family governance, resilient investing, and proactive philanthropy — the disciplines the largest private banks reserve for their biggest relationships — from its office in nearby Fairfax.
What wealth looks like in McLean
McLean holds one of the highest concentrations of established wealth in the region, and with it a high proportion of families already working with a large institution. The question that brings them to a firm like ours is rarely investment performance; it is that governance, education, and philanthropy were never actually part of the relationship.
It is also where the three-generation pattern shows up most clearly — a first-generation wealth creator, adult children with their own households, and parents in their eighties or nineties whose affairs have not been revisited in decades.
How we work with McLean 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.