William Howell
CFP®, CPA
Howell Financial Advisors, Inc.
Founder/Principal
William Howell
CFP®, CPA
Howell Financial Advisors, Inc.
Founder/Principal
As a fee-only advisory firm, our focus is to offer unbiased advice regarding personal financial planning and portfolio management issues to help achieve your life goals. - William Howell, CFP®, CPA
Fee Only financial advisor and retirement specialist serving the Indianapolis metro area and clients nationwide
William Howell is a Carmel, IN fee-only financial planner. Howell Financial Advisors, Inc. provides comprehensive/objective financial planning and ongoing portfolio management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Howell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We welcome the opportunity to speak with you about your financial concerns.
William M. Howell is both a Certified Public Accountant and a Certified Financial Planner™. He has more than 25 years of fee-only experience working with investment portfolios totaling over $175 million for individuals, pension plans and non-profit groups. Bill also has extensive experience working with individuals in all areas of personal financial planning. In addition, he has served in several executive management positions with Indiana based firms throughout his career.
Bill is the author of numerous articles and has been quoted on financial management issues in Money Magazine, Medical Economics, Indianapolis Magazine, SmartMoney and several newsletters. He has also conducted seminars and served as a panelist on a television show, “Ask the Experts”, and as a financial planning expert to the Indianapolis WISH TV news program.
He is a member of Indiana CPA Socieity where he served on the Leadership Cabinet as well as being a former co-chairman of the society’s Personal Financial Planning Committee. Bill is a charter member of the National Association of Personal Financial Advisors (NAPFA) and served as the Midwest Region Coordinator. He is also a member of the American Institute of Certified Public Accountants, and a member of the Professional Advisor Leadership Council of the Central Indiana Community Foundation.
Bill is an active member of his church and established an endowment plan which has helped dozens of charitable organizations in the metro area. He is also an avid landscape photographer.
William Howell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
The goal at Howell Financial Advisors, Inc. is to help our clients maintain financial peace of mind as they manage their wealth and prepare for various transitions in their lives. Some of these adjustments include: transitions into retirement, new career challenges, loss of a loved one or a divorce, and new wealth.
Wealth management and life transitions require specific planning and impact how a family's finances are managed and invested. As a FEE-ONLY wealth management firm, Howell Financial Advisors, Inc. offers financial planning, investment management and estate planning services. We also work with institutions such as endowments and non-profits in helping to manage investment portfolios.
We emphasize the development of comprehensive plans based upon the unique needs of each client. You won’t find a cookie-cutter approach here. We help clients wade through all of the different choices that confront them in their financial lives to find the solutions that work best for them. As a fee-only registered investment advisory firm, Howell Financial Advisors, Inc. does not sell any investment products or represent any sales organizations. We represent only the interest of our clients, and they know we provide independent and objective advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax and Estate Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Widows/Widowers
- Business Owners and Executives
- Sudden Money Situations
- Mid-Career Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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William Howell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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William Howell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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William Howell is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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William Howell is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact William Howell
Office Locations:
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11495 North Pennsylvania St, Suite 235
Carmel, IN 46032