Total Wealth Planning, an independent fee-only RIA, has acquired Howell Advisors Inc. The deal brings $100 million in assets under management to Total Wealth.
The merge will allow Howell to deepen and scale its wealth management and advisory services to a client base across Indiana and Chicago. Amelia West and Amy Woock will continue their roles with the firm as members of Total Wealth Planning. The deal brings Total Wealth’s assets under management to a total of $900 million.
“I have known the Total Wealth Planning team and principals for 12 years,” stated Bill Howell, founder. “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.”
“The merger of Howell Advisors with our firm allows us to mutually expand the regional growth of both of our organizations in a very sound and structured manner,” commented Rob Siegman, COO of total Wealth. “We are privileged to welcome Bill, Amelia, and Amy as members of the Total Wealth Planning team and could not be more pleased about this new chapter.”