G. DULANY HOWLAND ADVISORY CORPORATION
Mission :
Founded in 1991,
G. Dulany Howland Advisory Corporation seeks to provide the highest level of personalized, fee for service Wealth Planning and Management services to our clients. We strive for excellence in what we do.
Our firm was founded by G. Dulany Howland, a Certified Financial Planner, who has over twenty five years of experience in the profession. Mr. Howland is a former National Board Director of The Institute of Certified Financial Planners (ICFP), now called the Financial Planning Association (FPA).
Professional Services:
G. Dulany Howland Advisory Corporation
is a full range financial services firm providing fee-for-service Wealth Planning and Management Services to include comprehensive financial planning and investment management services to families, individuals, business owners, legal and medical professionals and senior corporate executives.
G. Dulany Howland Advisory Corporation
has institutional relationships with Charles Schwab & Company
, Fidelity Institutional Wealth Services, Lockwood Advisors / Bank of New York, Envestnet Investment Management and SEI. . We offer a complete array of financial services for individuals, including:
- Wealth Management, Monitoring and Reporting
- Comprehensive Personal Financial Planning
- Cash Flow Planning
- Retirement Funding Strategies
- Educational Funding Strategies
- Estate Planning and Management
- Philanthropic / Charitable Giving Planning
We excel in adapting the techniques of corporate strategic planning to an individual's personal financial situation. In essence, we serve as your
personal Chief Financial Officer, helping to leverage your time when it comes to dealing with financial matters concerning you and your family.