Howard
Wealth
Advisors
Our primary objective is to help you achieve your financial goals. Whether you are saving for retirement, planning for a major purchase, or building wealth for the future, we are here to support you every step of the way.
Services
Investment Management
We specialize in crafting tailored investment portfolio solutions for high-net-worth individuals, families, and institutional clients. Our approach is rooted in non-proprietary products and many investment strategies that focus on managing risk by diversification and rebalancing while minimizing taxes and fees.
Comprehensive Financial Planning
We specialize in comprehensive financial planning to ensure that every aspect of your financial life is carefully considered and optimized. Our services encompass investments, retirement planning, cash flow analysis, debt management, insurance protection strategies, proactive tax management, and estate planning. By taking a holistic approach, we tailor our strategies to your unique financial situation and goals, providing you with a roadmap to financial success.
Tax Diversification & Mitigation Strategies
Taxation is a critical aspect of financial planning, and our tax diversification & mitigation strategies are designed to maximize your after-tax returns. Our strategies take into account your income, assets, and needs to develop a tax-efficient plan that ensures you retain more of what you earn.
ESTATE & GENERATIONAL WEALTH PLANNING
Assisting clients in transferring wealth to heirs or beneficiaries in a tax-efficient manner while addressing concerns such as asset protection and family dynamics.
BUSINESS EXITING PLANNING
We help clients strategize and prepare for the eventual sale, transfer, or transition of ownership of a business. It's a comprehensive approach that aims to maximize the value of the business and ensure a smooth transition while addressing the owner's personal and financial objectives.
PHILANTHROPIC PLANNING
For clients interested in charitable giving, we can help develop philanthropic strategies to support causes important to you while maximizing tax benefits.
Aaron Howard MSF, CEPA® | President
Aaron Howard is the owner of Howard Wealth Advisors, a holistic financial planning, asset management, and insurance firm located in Arizona, dedicated to providing holistic financial planning and investment advice for high-net-worth individuals, small to large sized businesses, and corporations.
As a private wealth advisor, Aaron is committed to providing tailored financial solutions that encompass investment planning, tax planning strategies, insurance planning, retirement planning, estate planning strategies, business exit planning, and cash flow management. Aaron takes pride in assisting individuals from diverse backgrounds in achieving financial success and helping to secure their financial futures.
Aaron is a Certified Exit Planning Advisor (CEPA®) who works closely with business owners to prepare for and execute successful exit strategies. He guides clients through the Value Acceleration Methodology™, beginning with an assessment of business value and a thorough review of their personal, business, and financial situation. Aaron helps owners identify ways to increase business value, mitigate risk, achieve their desired valuation multiple, and evaluate available exit options. By integrating investment management, tax planning, estate planning, and insurance strategies, he helps clients transition their wealth with clarity, confidence, and control—both before and after an exit.
Aaron holds a Bachelor of Business Administration in Finance and a certificate in Real Estate from Colorado Mesa University, where he graduated Summa Cum Laude, earned President’s List honors, and was voted the number one senior in the finance department by his professors. During his undergraduate years, Aaron also played quarterback for the university’s football team. He continued his academic and athletic career at the University of Miami, where he earned his Master’s Degree in Finance and played quarterback for one season.
At Howard Wealth Advisors, we understand the unique needs and challenges that high-net-worth individuals, small businesses, and corporations face when it comes to managing their wealth. Our approach is rooted in building long-term relationships with our clients, understanding their specific financial objectives, and developing customized strategies to help them achieve their goals.
Aaron is passionate about helping his clients navigate the complexities of the financial landscape and empowering them to make informed decisions that align with their aspirations. Whether it’s preserving and growing wealth, aiming to minimize tax liabilities, or planning for retirement, Aaron is dedicated to providing comprehensive and personalized financial guidance.
Aaron welcomes the opportunity to discuss how Howard Wealth Advisors can support your financial objectives and contribute to your long-term financial success. Please feel free to reach out to Aaron at your convenience to schedule a complimentary, no cost obligation consultation.
Thank you for considering Howard Wealth Advisors as your partner in financial planning and wealth management. I look forward to the possibility of working together and helping you achieve your financial aspirations.