Our success is a combination of tenacity, dedication, and industry experience.

Our founding executive, Mark S. Howells, recognized a need to provide financial professionals with seamless, flexible, and cost-effective solutions tailored to fit their needs while supported by a team of skilled industry veterans.

$849 mm in aum

Trusted with nearly $850 million in assets under management (as of March 2023).


We offer a full-service platform through our registered Broker-Dealer, M.S. Howells & Co. and Insurance Marketing Organization, MS Insentra LLC.

headquartered in az

We are an independent, family-owned and operated investment advisory firm located in beautiful North Scottsdale, Arizona.

diversity & inclusion

We are proud to have several women executives leading the firm, including our CEO, CCO, CFO, Compliance Manager, and Director of Operations.

Our employees and clients are like family, and we operate in a manner that reflects that. Many of our employees have been with us for over a decade.  

mshca cares

Various philanthropic volunteer events allow us to give back to the community and bolster our team building.

We are are a proud supporter of HopeKids, Inc., a non-profit that provides ongoing events, activities, and a powerful and unique support community for families who have a child with cancer or some other life-threatening medical condition.

Let's get social

We love our people and our pets

We offer competitive compensation, benefits, and flexible working arrangements, including accommodating dynamic work schedules and allowing employees to bring their children and dogs to work when circumstances allow.

We love our pets so much that the firm commissioned pet portraits for all our employees as a gift.

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