EQUITY EXPERTS
PERSONALIZED INVESTMENT PORTFOLIOS
ASSOCIATES N27° 38'27"
W82° 44'32"
wealth concierge
H O W L A N D
30+ YEARS OF PROVEN RESULTS
CFA® and CFP® leadership
Our team
We create customized 
investment portfolios
            Howland and Associates Wealth Concierge is an St. Petersburg–based fiduciary investment advisory firm dedicated to building resilient, tax-efficient portfolios for families, professionals, and retirees.
Founded in 1992 by Dee S. Howland, CFA®, our family-owned firm combines deep fundamental research with personalized investment planning to help clients achieve growth without unnecessary risk. As an independent Registered Investment Advisor (RIA), we act solely in your best interest — offering transparency, fee clarity, and direct access to decision-makers.
Our approach emphasizes long-term wealth preservation and hands-on guidance through every market cycle. Whether you’re preparing for retirement, managing a family trust, or seeking a more customized investment strategy, Howland and Associates provides concierge-level service backed by over 30 years of proven performance.
Our clients don’t wait days for a call back or get routed through layers of staff. They have direct access to their advisor—by phone, text, or in person—whenever they need perspective or guidance. Every conversation is personal, timely, and handled by the people who actually manage their portfolios. Schedule a portfolio review or explore our latest insights to see why so many Florida families have trusted Howland since 1992.
Built to your needs, goals, risk tolerance, and time horizon.
Wealth Concierge
Tailored Investment Strategies
Rooted in Your Life
No two families chart the same course
and neither should their portfolios.
Unlike big corporate firms, we track and consider taxes in every transaction.
In the end, our clients often make more money and save more on taxes.
This allows us to not only build resilient portfolios, but also to integrate investment decisions seamlessly into your broader financial plan.
 
             
         
                                 
                                 
                                