Our Story

Sometimes a job is just a job, but to us, financial planning is personal. Richard (Dick) Howell, spent the first part of his career in corporate finance and worked his way up the ladder to Vice President at a Fortune 500 company. While he was grateful for the opportunities presented to him and enjoyed working hard for his success, he yearned for something more personal and impactful. Dick decided to transition careers and become an independent wealth advisor because he knew his skills would benefit others to achieve their own financial independence with confidence, flexibility and balance.

Myself and my team go beyond the service level of an institutional advisory firm and offer independent unbiased advice. With the support of our parent partner, The Bulfinch Group, our team of advisors, and other trusted professionals, we view our clients’ financial lives from a holistic wide angle lens, address their concerns proactively, and develop lasting relationships along the way.

We work well with individuals who are passionate about planning for tomorrow, care about the legacy they leave for their loved ones, and understand the importance of solutions rather than products. We encourage you to reach out today to learn more about what we do and how we can serve you and your family.