Total Wealth Planning (formerly Howell Financial Advisors)

"We joined with Total Wealth Planning in 2022 because I needed someone to help manage things as they got more complicated (I had been doing it myself prior to that). I looked around a lot and talked to a lot of people about costs, etc. Amelia and the team here has been terrific. They are detail-oriented and patient and understanding. I have always felt like they understood our needs and have no agenda beyond just getting us where we need to go from where we are. I cannot recommend them highly enough."

"I have used multiple broker-dealers over the years and experienced mixed results and limited success. I, further, tried to manage our investment account by myself and found market timing, economic bias and financial misinformation to be problematic. My wife and I have been with TWP for over ten years and while we have experienced some financial volatility it has usually been less than the market. Protecting family assets to me is stressful and TWP advisors have been instrumental in reducing that stress. We trust the representatives and respect their advice and counsel. They have a portal with all of our important documents on file and they see to it that we update them periodically which is an important financial discipline. We wish we had elected to use their counsel 30 years ago instead of just ten."

"I was entering into retirement and knew I needed financial help to make sure my future was secure. A CPA recommended Bill Howell's Carmel, Indiana firm and over the last few years, I have never regretted trusting them with my financial future. Recently, Bill retired and merged his company's Carmel office with Total Wealth Planning (TWP) headquartered in Cincinnati. The team got even stronger, the Carmel crew bolstered by expertise from the Cincy office. TWP advisors are excellent, know what they are doing, and keep me in the loop. I am confident they are managing my funds as if they were their own. If you are looking for financial advisors/planners, give TWP consideration!"

"These people are just beyond helpful with everything! My husband and I are very confident that not only are our investments in good hands but we have received guidance from them on our wills, our charitable contributions, and any other detail or question we have. Amelia's yearly conference with us answers questions--some that we didn't know we had---and she's available anytime through email or phone. We are very pleased with their service to us for the last 10 years and highly recommend them."

"We have been a client of Bill Howell Financial first and now Total Wealth Planning. The entire group has been marvelous! They have carefully managed our finances. When my husband passed, their team was so helpful leading me through the process of losing a loved one. They are Fiduciary and have the client’s best interest at heart. I recommend them for your financial needs. Marlene Million"