Empowering
your journey
to wealth and
well-being
Holistic wealth management with heart
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we’ll collaboratively create a strategic roadmap to help you achieve more with your money.
For less uncertainty and more time for what really matters
CLIENT RETENTION RATE
BILLION
ASSETS UNDER
MANAGEMENT
YEARS IN BUSINESS
EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)
“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.”
Sarah Swan, CFP®
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.”
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.”
EMILY LAMBERT, IACCP®
VICE PRESIDENT, SENIOR OPERATIONS MANAGER & 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.”
DYLAN POTTER, CFA, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGER
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 and fiduciary standard 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.
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June 12, 2026Charitable giving can be both deeply meaningful and strategically planned. Donor advised funds (DAFs) offer a flexible way to support the causes you care about while potentially reducing your tax burden — particularly in high-income years or after liquidity events. In this article, Mary Grace Graniero, CPA, CFP®, explains how DAFs work, when they may be most effective, and how they can fit into a comprehensive tax and estate strategy.
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- Articles
- Beyond the Bell
- Client Services
- Financial Planners
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- Leadership Team
- Operations & Marketing
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- Street$marts
- Team
- Wealth Managers
June 5, 2026In this video, Elizabeth Hutton, CFP®, Vice President, Financial Planner, explains the three tax buckets—tax-deferred, tax-free, and taxable—and how each is treated for tax purposes. She outlines basic considerations around tax diversification and asset location within a retirement plan.
May 29, 2026In this article, Michael Carrico, CFP®, CRPC®, Wealth Manager, explores the relationship between portfolio construction and investor behavior in shaping long-term investment outcomes. Drawing on academic research and behavioral finance insights, the article examines asset allocation, investment selection, market timing challenges, and the “behavior gap” between investment returns and investor returns. It also outlines practical tools—such as investment policy statements and automation—that may support disciplined decision-making over time.
May 22, 2026The inaugural Charity Pickleball Classic united colleagues, clients, and community members for a day of spirited competition and philanthropy, raising over $8,000 for the Veterans Outreach Center and establishing a new annual tradition of giving back.
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