Independent, Fee-Only Financial Planning & Investment Management
Howell Financial Advisors, Inc. is a wealth management advisory firm that provides comprehensive financial planning, investment management and estate planning services. Based in the Indianapolis area, we serve clients locally and across the United States. As a fee-only, registered investment advisor, we offer independent and objective financial advice acting with fiduciary responsibility for each client while minimizing conflicts of interests.
William M. Howell is both a Certified Financial Planner™ and a Certified Public Accountant. He has more than 20 years of fee-only experience working with investment portfolios totaling over $140 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 both 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 the Leadership Cabinet of the Indiana CPA Society as well as 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 Cornerstone Advisor Council of the Central Indiana Community Foundation. Bill currently serves as a board member with the nonprofit Shepherd's Center of Hamilton County whose mission is to help seniors maintain their independent lifestyles.
Bill is an active member and Elder 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. You can reach Bill Howell by email at bhowell@HowellAdvisors.com
Amelia West is a Certified Financial Planner™ with over 13 years of experience in helping individuals, families, and small businesses reach their financial goals. In her role as Wealth Advisor, she develops, updates, and presents financial plans to our clients as well as assists in the implementation of financial planning recommendations.
She has extensive experience working directly with clients of all ages in areas including estate planning, retirement income needs, Social Security strategies, investment portfolio management, and personal insurance reviews.
Amelia earned a bachelor’s of science degree and a master’s degree in Economics, both from Purdue University. She currently serves on the Indiana Education Savings Authority Board which oversees the Indiana 529 College Savings Plan. She also serves as a board member liaison to The Caring Center, a local food pantry serving the needy in Boone County. In her spare time, Amelia enjoys gardening and spending time outdoors with her husband, Ryan, and their son Lucas. You can reach Amelia West by email at awest@HowellAdvisors.com.
Amy Woock joined Howell Financial Advisors in 2014 as the Client Services Administrator and is a Registered Paraplanner℠. In this role, Amy works with the firm’s clients to administer the creation and maintenance of all client investment accounts and other client records. She also assists with and reconciles the collection of client investment activity into the firm’s investment management database. Amy is responsible for reviewing and maintaining the firm’s other databases and assists with various other administrative duties within the firm.
Amy graduated from the University of Michigan with a Bachelor’s degree in Actuarial Mathematics and has earned the Associate of the Society of Actuaries (ASA) designation. Previously, she worked as an actuary for several insurance firms in the Central Indiana area.
In 2002, Amy put her career on hiatus to stay home and raise her three children, now teenagers. Amy, along with her husband and children live in Carmel, IN where she continues to be very busy with family events. In her spare time, she enjoys outdoor activities, volunteering at her children’s schools and spending time with family and friends. You can reach Amy Woock by email at awoock@HowellAdvisors.com.