Cincinnati-based Total Wealth Planning is acquiring Howell Advisors Inc. in Carmel. The company says the acquisition allows Howell Advisors to scale its fee-only wealth management and advisory services for clients in greater Indiana and Chicago.
Financial details of the cash transaction were not disclosed. The company says the deal is also part of a future retirement and business succession strategy for Bill Howell, who leads Howell Advisors.
“I have known the Total Wealth Planning team and principals for 12 years,” said Howell. “We were drawn to them based on a shared fiduciary planning model and a 10-point ‘Client Centered Care Checklist’ that we used in selecting the right firm. We come from the same mold. Meaning, we share the same personal and professional values, not only as objective, Fee-Only fiduciaries, but with respect to delivering exceptional wealth management and life planning experiences. The interests and trust of our clients are always placed first.”
Amelia West and Amy Woock of Howell Advisors will continue their financial advisory and relationship management roles with Total Wealth Planning, serving clients from their primary office in Carmel.