Michael J. Howley
Meyer Capital Group
Regional Relationship Manager / Financial Advisor
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.
- 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)
- Retirees and Near Retirees
- Recently Divorced and Widowed
- Entrepreneurs & Business Owners
- Medical Professionals
- Young Families
- Socially Conscious Investors
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Flat Rate & Hourly Planning
- % of Assets Under Management
Professional Designations & Affiliations
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.
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.
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
5 Greentree Center
525 Route 73 North Suite 312
Marlton, NJ 08053