Howard Douglas III, CFP®

Founder and Financial Advisor

Howard Douglas III, CERTIFIED FINANCIAL PLANNER™ is our founder and is chief financial advisor that is responsible for all of the firm’s clients. He brings a deep curiosity, compassion, and veracity into all client engagements, which enhance value and trust, thus leading to better outcomes. 

Howard’s vision is to build a dynamic financial services firm that is agile and flexible enough to meet the demands of the “new wealthy” including up-trending families or professionals, but also the enterprising entrepreneurs and young athletes. Howard’s belief is that through partnership, creativity, independence, sound judgement, and transparency, better outcomes are produced, and troublesome risk is minimized.

Howard’s unique skillset and well-roundedness provide clients confidence, comfort, tools, and education to remain successful and to live with a peace of mind. 

He is married with two young children, a member Kappa Alpha Psi Fraternity, and a former college athlete and graduate of West Virginia State University.