Welcome Howell Financial Advisors
We are thrilled to welcome you, your family, and the entire Howell Financial Advisors team to Total Wealth Planning. Howell Financial Advisors and Total Wealth Planning are now operating as one dynamic organization. This is the merger of two long-standing wealth advisory firms who not only share the same values but have worked together frequently over the past 12 years.
We share a common purpose as Fee-Only fiduciaries in delivering exceptional wealth management and life planning experiences for our mutual clients. The interests and trust of our clients are always placed first.
In addition to providing the same level of services, here is what you should expect from the merger:
Bill, Amelia, Amy, and the entire Total Wealth Planning team look forward to continuing to guide you through complex financial decisions that can impact you, your lifestyle, and your family’s financial future.
Welcome to the Total Wealth Planning family!
We are here for you.