Howe Financial Advisory, LLC

Overview

Howe Financial Advisory, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity tilts toward liquid, exchange-traded equities as the primary portfolio building block, supplemented by allocations to third‑party real estate managers. The adviser does not position itself as an ESG specialist and is not described as a multi-state or institutional pension consultant; its client base is concentrated among individual and family accounts. The firm uses separate managed accounts (SMAs) to implement customized equity exposures and typically relies on externally managed vehicles rather than acting as a capital allocator to its own alternative funds. Given the small client roster, the business model emphasizes tailored portfolios and direct adviser-to-client relationships rather than scale-driven product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices