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John Howard, CPA, JD, CFP®, ChSNCFounder and Principal

This country provides an abundance of opportunity to achieve financial success for those who are willing to work hard and lead a responsible life.  These are my clients… “middle class millionaires,” good neighbors, honest and caring people who are committed to being stewards of their family’s wealth.

Together, we travel a journey from uncertainty to confidence.

My passion is to help them understand their accomplishments and what it means to their families.  Together, we travel a journey from uncertainty to confidence. I listen to their stories.  We often laugh together to lighten the load of our more serious topics. And, because I only deliver advice – not products – I am free to be more proactive and responsive to their needs.

If you happen to have a family member with special needs, I would especially like to meet with you to explore how we can improve the quality of that person’s and your family’s life.

John’s Personal Story

  • Civil War history buff

  • Goes fly fishing in “blue line” mountain streams

  • Pals around with his seven children

  • Enjoys the tidal marshlands of South Carolina and Georgia

If I have a theme, it is “to make things better.” My children know me by the expression “just do the next right thing.” I am a perfectionist and an avid learner. I never know enough.

After pursuing three unique professional careers, I have finally discovered where my competencies intersect with my passions. I am blessed.

Notwithstanding my professional education, nothing has taught me more about life than the experience of being a husband and father of seven children. Jack, my third child, is severely disabled, and he has taught me things about patience, grace and compassion that I could have never imagined.

Ready to start?

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