Who We Are Our Philosophy A Team of Caring Professionals Financial Resources

Note to Clients

Emery Howard remains open for business while adhering to the County’s shelter-in-place guidelines.  While our Burlingame office is temporarily closed, our professional team continues to work diligently to provide investment advice and financial planning to you and your family. 

We remain accessible to you for financial counsel and will continue to communicate our thoughts and guidance.  We are available by telephone and email.  We can also accommodate web meetings and teleconferences.  In addition, you will continue to have online access to your investment portfolio through our secure web portal as well as Schwab Alliance phone/online access.

We are focused on your financial well-being, so you can focus on you and your family’s physical well-being.

Please contact us any time regarding your financial picture.

The Emery Howard Team


Personalized Service, Innovative Strategies

Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.2 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals.

"Our mission is to help individuals, businesses, and organizations achieve their financial goals through sound investment practices built around the tenets of experience, honesty, and integrity." - Michael K. Howard, CFP®

Services

Our first priority is helping you take care of yourself and your family.
We want to learn more about your personal situation, identify your
dreams and goals, and understand your tolerance for risk. Long-term
relationships that encourage open and honest communication have
been the cornerstone of our foundation of success.

Learn more

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