Question 1

What makes Howland & Associates different from other investment firms?

Accepted Answer

Howland & Associates , LLC is an independent fiduciary RIA—we work solely in your best interest, not on commission. Every portfolio is built around your goals, tax situation, and tolerance for risk, using time-tested research and transparent fees.

Question 2

Who typically works with Howland & Associates?

Accepted Answer

We work with families, professionals, and retirees who value clear communication and transparent, research-driven portfolio management. Many of our clients are physicians, small-business owners, and executives seeking a more personal, disciplined investment relationship. We also assist those navigating major life changes—such as an inheritance, the loss of a loved one, or a career move involving 401(k) rollovers—who want steady, fiduciary guidance during transition. Most relationships span decades, built on direct access to our investment team and a concierge-level experience defined by trust, discretion, and continuity.

Question 3

What does “Wealth Concierge” mean?

Accepted Answer

It reflects our belief that high-touch service and deep market expertise should go hand-in-hand. We handle the details—from portfolio construction to ongoing coordination with custodians—so clients can focus on their lives while we manage the moving parts.

Question 4

Does Howland & Associates offer sustainable or water-focused investing?

Accepted Answer

Yes. We are able to incorporate environmental and water-related opportunities into portfolios for clients who appreciate both long-term performance and purposeful stewardship.

Question 5

Where are you located and how can I schedule a conversation?

Accepted Answer

We’re based in St. Petersburg, Florida , and serve clients nationwide. You can reach us at (727) 491-7777 or (813) 333-2900 , or visit our office at 10261 4th Street N, St. Petersburg, FL 33702 .
Prefer to start online? Use our secure contact form to schedule a confidential introduction at your convenience.

WEALTH CONCIERGE

CUSTOM INVESTMENT PORTFOLIOS

INVESTING ALONGSIDE YOU SINCE 1992

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WEALTH CONCIERGE

CUSTOM INVESTMENT PORTFOLIOS

INVESTING ALONGSIDE YOU SINCE 1992