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Total Wealth Planning Acquires Howell Financial Advisors, Inc.

Bykatherine728 January 4, 2022

Post Views: 316 Total Wealth Planning, an independent Fee-Only registered investment adviser based in Cincinnati, OH, announces its agreement to acquire Howell Advisors, Inc., based in Carmel, IN. Howell Financial Advisors was founded in 2004 and is led by Bill Howell, CFP®, CPA. The merger brings Howell Financial Advisors’ $100M in assets under management (AUM)…

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