We’re here to
help make you
smarter, stronger,
and wealthier.

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Choose a financial advisory team to stand beside you, and your  strength multiplies. We are comfortable being a shoulder to lean on, and in fact we expect it.

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Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall.

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Morgan Housel, The Psychology of Money

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RETENTION RATE

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BILLION

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OWNED, TOO)

WE LISTEN

Intently

Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.

WE PLAN

Comprehensively

We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise to set priorities and figure out the best path forward.

WE WORK

Relentlessly

So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.

  • “There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time.”

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    Mary Lisa Sisson

    Vice President, Director of Client Service and Owner

  • “I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride.”

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    Sarah Swan

    VICE PRESIDENT, WEALTH MANAGER

  • “A firm is only as good as its staff, and I look around and I see who we are, and it’s a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients.”

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    Casey Ryan

    VICE PRESIDENT, SENIOR WEALTH MANAGER

  • “I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision.”

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    EMILY LAMBERT, IACCP®

    VICE PRESIDENT, OPERATIONS AND CHIEF COMPLIANCE OFFICER

  • “I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from.”

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    DYLAN POTTER, CFP®

    VICE PRESIDENT, WEALTH MANAGER

  • “We want our Howe & Rusling team to be relentless and competitive in our pursuit of being better tomorrow than we are today. And I’m very proud of the group today—we have a great mix of experience and energy.”

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    Craig Cairns

    President and Majority Owner

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State of Banking

March 15, 2023

Three banks have made headlines in recent days, Silvergate Bank and its holding company Silvergate Capital Corp (NYSE: SI), Signature Bank (Nasdaq: SBNY), and most notably Silicon Valley Bank and its holding company SVB Financial Group (Nasdaq: SIVB).  Silvergate Bank is a major bank of the cryptocurrency community and announced on March 8, 2023 that it would be winding down operations with plans to liquidate voluntarily.[1]  On Friday, March 10, 2023 California banking regulators announced that the FDIC would take over the liquidation of Silicon Valley Bank holding company SVB Financial Group.[2]  On Sunday night, March 12, New York banking…

The Stockdale Paradox

March 1, 2023

Admiral James Stockdale was the highest-ranking American taken prisoner during the Vietnam War after his A-4 Skyhawk fighter was shot down over North Vietnam. Stockdale ejected, breaking a bone in his back. Upon landing in a remote village, he badly dislocated his knee, which subsequently went untreated. Shortly thereafter, he was captured by North Vietnamese forces.

Diving In Again: Roth 2.0

February 17, 2023

It seems the only things discussed these days in financial publications are interest rates, inflation, and labor markets. It makes sense. The disconnect between the stories the Fed officials are telling and the one the market seems to be sketching makes for a mesmerizing experience akin to staring into a campfire. It is hard to look away. One of these parties will have to be wrong, but which one?

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