About

The Firm

The Firm

Trish Howe founded Howe Financial Advisory, LLC in 2012 to bring professional expertise and objective advice to her clients.  Her work is client focused without pressures of meeting employer driven objectives.

The practice operates under a fiduciary standard of care which is service rather than product oriented as is the case with most broker-dealer firms.   A fiduciary standard requires the advisor to act in the client’s best interest, in contrast to the suitability standard which only requires that a product recommendation is suitable for a client, but possibly not the best available choice at the lowest fee.

Click here to view Firm Disclosure Brochure/ADV Part 2

Background

Over the past 30 years Trish has served as an advisor at two major brokerage firms, most recently Morgan Stanley, and as a private client portfolio manager at US Bank and Wells Fargo.  Trish’s experience  has given her a thorough understanding of investment products and insight into the nuances of various types of financial service providers. Her experience  building  and  monitoring  portfolios  of  stocks,  bonds,  funds  and specialty managers is extensive.

Philosophy

Trish is sensitive to the complexities investors face in dealing with the financial industry, and the multitude of vehicles and approaches. She enjoys supporting clients in building and maintaining their wealth, and strives to provide a setting where any aspect of client’s financial matters can be discussed. Trish offers an approach and a set of services that is transparent, and focuses on the clients’ concerns and interests. Clients are supported and empowered as they:

  • gain an understanding of their current resources
  • determine the type and level of professional involvement that works best for them
  • take ownership of their financial future

Click here to view Services  and Fees