Common questions about the firm.
Learn more about the people we work with, our services and how to reach the office.
Getting to know Howard Wealth Management.
Can I speak with you before becoming a client?
Yes. Contact Brad or Fran to arrange an initial conversation.
Who do you work with?
We work with people from a range of professions and life stages. Retirement is the most common reason someone comes to us; an inheritance, a new business or starting a family are other common reasons.
Do you offer life insurance and education accounts?
Yes. We offer life insurance and education accounts, primarily 529 plans.
Where are you located?
We are in Fort Mitchell, Kentucky, and our geographic focus includes Northern Kentucky and Cincinnati. Visit the Location & directions page for arrival information.
How do I access my account online?
Use the LPL AccountView link in the navigation to sign in.
How do I contact the office?
Call Fran at 859-982-0511 or Brad directly at 859-888-0861. You can also email either of them from the Contact page.
Discuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch