JASON HOWELL COMPANY

"We believe it is important that you feel good about your money."

 

Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business.  

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP®  (see below) are both married to patient wives and are dedicated to their kids. The picture above is a few years old but you can see their kids' smiling faces at the top of this screen. Jason and Doug have built a firm with a great reputation. The firm is based in Northern Virginia but serves clients (virtually) all throughout the United States.  

Our firm owners believe that dual-income parents with high achieving kids want to feel good about their financial success. They just need to know how. You have a plan for your life and causes you believe in. We fit that plan to your finances so you can feel confident, excited, generous, hopeful and good about your money.

Our process begins with our responsible Investment Strategy and by equipping our clients with three (3) tools for creating wealth that's well, useful: 

  1. Your Personal ROADMAP (PR) which identifies 40 to 60 recommendations to improve your financial plan (the "what")
  2. Your Implementation Guide (IG) which priorities (by month) when you ought to implement those recommendations (the "when")
  3. Your Family Constitution (FC) which clarifies how those recommendations connect to your values (the "why")

We call this process Family Governance. It goes beyond traditional financial planning by adding a "values" component. Whose values? Your values

Jason J. Howell CFP®, CPWA®, CSRIC®

President | Family Wealth Adviser
571-595-3988

One of Jason's great passions is his alma mater, George Mason University and its School of Business. There he teaches the next generation of financial advisers in Mason's Introduction to Financial Planning and Wealth Management course. Jason is the founding Council Chair for Mason's Financial Planning and Wealth Management Advisory Board and he has spent many years serving on Mason's School of Business Alumni Board. 

"George Mason University is where my sister attended, where for a brief stint, my father taught and where they wanted me to attend. Now that they've passed on, I keep their memory going by staying connected to the university, " says Jason.

Before founding Jason Howell Company, Jason enjoyed a wide-ranging career that included years in banking, accounting, music, academia and politics; which have all informed his financial advice. 

"The pandemic, social unrest and political distress of 2020 have pushed our clients to focus on the environmental, social and governance impacts of their investing; and become more proactive with their philanthropy. I have always believed in the American Dream: that your last name is more important than your first name. With our clients we can go bigger. Our stockholders have become stakeholders in the wider community. It's exciting!" 

For more about Jason's career and to read his full biography, see his Linkedin Profile

 

 

Douglas W. Tees MBA, CFP®

COO | Family Wealth Adviser
571-462-2221

One of Doug's great passions is service to the developmentally disabled. His career began as a case manager and continued on that trajectory for over 4 years until earning his Masters in Business Administration (MBA) from the Kelley School of Business at Indiana University

"Service has always been important to me; whether as a professional, family member or volunteer. I see how important volunteering and philanthropy is to our clients and it is just inspiring." says Doug.

Doug has maintained his interest in social service in particular. Over the years he has devoted time to several volunteer experiences, serving the special needs community. Locally he's been a graduate of Leadership Fairfax and continues to participate on the board for Langley Residential Support Services where he has served for nearly a decade.

For Jason Howell Company, Doug serves clients by getting into the important details of their financials in a way that many financial advisers find too tedious. And when it comes to the compliance, cybersecurity, client privacy and operations of the firm writ large; well, anyone who knows anything about those areas of our business, understands that he earns a medal for his work every week.

For more about Doug's career and to read his full biography, see his Linkedin Profile.

 

To start feeling good about your money, book an introductory call here: Introductory Call