Reston, VA
FAMILY Wealth Management in Reston, Virginia
Jason Howell Company serves families in Reston, Virginia, with fiduciary FAMILY wealth management — financial planning, resilient investing, family governance, and philanthropy — coordinated with an independent bench of estate, tax, and insurance specialists.
What wealth looks like in Reston
Reston's technology and government contracting employers mean equity compensation, and equity compensation means concentration. Founders and early employees of contracting businesses often hold positions that are entirely illiquid until an exit or recapitalization makes them abruptly otherwise.
The planning window that matters most sits twelve to eighteen months before any such transaction. Charitable timing, entity structure, and proceeds allocation are all considerably harder to influence once a deal is signed.
How we work with Reston 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.