Howell Financial Service

At Howell Financial Services, Inc., we're dedicated to helping our clients achieve their financial goals through comprehensive wealth management and a collaborative team approach. Our mission is to educate, communicate, and provide exceptional service to our clients, exceeding their expectations every step of the way.

Our Story

Founded in 1998, our firm was built on the principle of creating a unique and personalized financial planning experience for our clients. We understand that every individual has their own distinct goals, values, and aspirations, and we're committed to helping them navigate the complexities of financial planning to achieve their desired outcomes.

Our Services

Our comprehensive wealth management services are designed to help our clients achieve financial freedom and security. We offer a range of services, including investment management, retirement planning, estate planning, insurance planning, and tax planning. Our team of experienced professionals works together to provide integrated financial strategies that address our clients' unique needs and goals.

Our Team Approach

What sets us apart is our collaborative team approach. Our clients benefit from an entire team of diverse professionals who work together to pursue common goals. Each team member offers their own expertise, combining over 100 years of financial and investment experience to provide comprehensive financial planning solutions.

Our Independence

We're proud to be an independent financial services firm, partnered with LPL Financial, the #1 independent brokerage firm in the United States. Our independence gives us the flexibility to offer the investment products and professional advice that are most suitable for our clients, free from proprietary products and sales quotas.