financial planning and investment management

Howard Rothwell

Principal and Founder

Education
A.B. Degree in Economics - Dartmouth College
Master of Business Administration - Wharton School of Finance of University of Pennsylvania (Personal Financial Advising)

Associations
National Association of Personal Financial Advisors (NAPFA), former national conference chair

Howard has been in practice as a fee-only advisor since 1983 and manages Stepp & Rothwell’s Investment Committee.

He is actively involved in the National Association of Personal Financial Advisors (NAPFA), the largest professional organization of fee-only financial planners, and is frequently quoted in the national press. Howard has been named among Worth magazine's and Mutual Funds magazine's "Best Financial Advisors" in the country.

“Our job is to help our clients make fully informed financial decisions, plan for their family’s future and enjoy their wealth. We are successful when our clients’ lifetime dreams come true and they see their personal and financial values become their legacy.”
— Howard Rothwell

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
ASSOCIATE FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
BUSINESS MANAGER
RECEPTIONIST

Financial advice that helps you plan your future.