J. Burke "J.B." Howard
J. Burke "J.B." Howard is the Founder, President and Senior Financial Adviser of Merit Advisors, LLC, an independent financial advisory firm in Westerville, Ohio. With over 20 years of experience in the financial services industry, J.B. specializes in comprehensive retirement planning — helping clients create tax-efficient income strategies, manage investment risk and plan for legacy goals.
He holds the Registered Financial Consultant (RFC®), Chartered Life Underwriter (CLU®) and Certified Senior Advisor (CSA®) designations, and he is an Investment Adviser Representative registered with AE Wealth Management.
J.B. is passionate about financial literacy and believes in empowering clients to make "IDEAL" choices for their retirement.
When he's not advising clients, J.B. enjoys an active lifestyle outdoors on his Ohio homestead with his family.
Phone: 614.686.3748 | Email: info@meritadvisorsllc.com | Website: meritadvisorsllc.com
Latest articles by J. Burke "J.B." Howard
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4 Ways Washington Could Put Your Retirement at RiskLegislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
By J. Burke "J.B." Howard
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A Financial Pro Breaks Retirement Planning Into 5 Easy PiecesThis retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big expenses and health care, and legacy.
By J. Burke "J.B." Howard
