Total Wealth Planning (formerly Howell Financial Advisors)

Knowledgeable, experienced, careful, personablethere is nothing not to be recommended about TWPs Carmel office financial professionals and administrative staff.
Mar 3rd, 2024

My Wife and I realized that our retirement would heavily rely upon our combined 401(k) and IRA savings. However, neither of us felt inclined to be an active investor. We decided we needed a lot of help from an investment advisor. We sought advice from a good friend concerning advisors. He recommended Howell Financial Advisors (now Total Wealth Planning). We've not had reason to regret taking his advice. We take comfort from the fact that TWP is a fiduciary. Their fees are more than offset by the overall performance of our investment portfolio. We also like the fact that TWP provided us with a plan that aligns its profile among the classes of investments that is appropriate for our age group. The account is actively managed and rebalanced on a regular basis. Bottom line. We are pleased with our experience and we recommend TWP to those with similar financial needs.
Mar 2nd, 2024

Excellent attention to every detail. Great team to work with. We feel we are in excellent hands with our financial planners at Total Wealth Planning!
Feb 28th, 2024

Feb 23rd, 2024

I moved here from 800 miles away. Had to get new lawyer, new financial planner, etc. I met with TWP team and was very impressed! 4 years later I am so delighted that I chose them. They are so professional, so up to date with proper information. I have never been this happy with any other financial group! I highly recommend them !
Feb 16th, 2024