Michael J. Howley

CFP®

Meyer Capital Group

Regional Relationship Manager / Financial Advisor

Contact Me

Michael J. Howley

CFP®

Meyer Capital Group

Regional Relationship Manager / Financial Advisor

Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future.” - Michael J. Howley, CFP®

Contact Me

856-985-8400 ext. 112

Website

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Michael J. Howley is a Marlton, NJ fee-only financial advisor serving clients locally and across the country.  Meyer Capital Group specializes in comprehensive financial planning and investment management,  including sustainable investing, to help professionals, women, families, non-profits and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Howley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael J. Howley is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. His two main responsibilities include establishing new client relationships and supporting existing client portfolio objectives. Michael works closely with both the client service team and the entire portfolio management team. He also sits on the Meyer Capital Investment Committee, Cyber Security Committee and works directly with the CEO & COO to advance the firm’s business objectives.

As a seasoned financial advisor with over 25 years of experience, Michael has served as a Senior Investment Advisor, Regional AdvisorNetwork Coordinator and Assistant Branch Manager with Charles Schwab & Company. He also worked on the trading desk at Brown & Company in Philadelphia and started his financial services career with Smith Barney in Mt. Laurel, NJ specializing in the Initial Public Offering (IPO) market.

Michael holds an Associates of Science in Management from Pierce College, a Bachelor of Science in Business Administration from Rutgers University, and completed the education requirements with Fairleigh Dickinson University for their Certified Financial Planners program. He obtained the CERTIFIED FINANCIAL PLANNER™ certification and now works with our planning team to help our clients achieve their lifelong goals. Michael is also a qualified NAPFA-Registered Financial Advisor with The National Association of Personal Financial Advisors. 

NAPFA-Registered Financial Advisors are advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.

When he isn’t helping a client plan for their future or advancing the efforts of MCG, Michael can usually be found outdoors with his wife, three children or dog - Evie, riding his motorcycle or finding a way to support several of his favorite non-profits in the community.

Michael J. Howley is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.

Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.

During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.

Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.

"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future." - Thomas C. Meyer

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • ETF and Indexing Management
  • Small Business Retirement Accounts
  • ESG/Socially Responsible Products
  • Risk Management / Liquid Alternative Strategies
  • SMA (Separately Managed Accounts)

Ideal Clients

  • Retirees and Near Retirees
  • Recently Divorced and Widowed
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Young Families
  • Socially Conscious Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Flat Rate & Hourly Planning
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Michael Howley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Howley is a NAPFA Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Independent Registered Investment Advisor (RIA)
    Meyer Capital Group an Independent Registered Investment Advisor (RIA)

    Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.

Contact Michael J. Howley

856-985-8400

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Office Locations:

  • 5 Greentree Center
    525 Route 73 North Suite 312
    Marlton, NJ 08053

 

IMPORTANT DISCLOSURE INFORMATION

 

Meyer Capital Group (“Meyer”) is an SEC registered investment adviser located in Marlton, New Jersey.  Meyer and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which  Meyer maintains clients.  Meyer may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Meyer’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of  Meyer’s web site on the Internet should not be construed by any consumer and/or prospective client as  Meyer’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by  Meyer with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of  Meyer, please contact the SEC or the state securities regulators for those states in which  Meyer maintains a notice filing.  A copy of  Meyer’s current written disclosure statement discussing  Meyer’s business operations, services, and fees is available from  Meyer upon written request.  Meyer does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to  Meyer web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by  Meyer), will be profitable or equal any historical performance level(s).

 

Certain portions of  Meyer’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to,  Meyer (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from  Meyer, or from any other investment professional.  Meyer is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if  Meyer is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of  Meyer by any of its clients.  Rankings published by  magazines, and others, generally base their selections exclusively  on information prepared and/or submitted by the recognized adviser.

 

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to  Meyer’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from  Meyer, or from any other investment professional.

 

Each client and prospective client agrees, as a condition precedent to his/her/its access to  Meyer’s web site, to release and hold harmless  Meyer, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Meyer.

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