Howell Financial Advisors Narrative Brochure.
Howell Financial Advisors, Inc. (HFA) is an Indiana registered investment advisory firm domiciled in the state of Indiana. The firm makes every effort to maintain the privacy of client information contained in our files and this information is held in strict confidence. We will not divulge any client information to other third parties unless required by regulation, laws or unless permission has been granted by the client.
As part of our business, we collect personal client information that is required in order to open and maintain custodial investment accounts and provide personal financial advice. Part of this information is shared with the custodian that maintains the client’s investment accounts. We do not sell or market any client related information.
On occasion and in the normal course of our business, we may discuss client related data with other outside parties such as attorneys, CPA’s, insurance providers or other professionals. This is part of the services normally provided on behalf of our clients, and the sharing of personal information is only done with the client’s permission.
Howell Financial Advisors, Inc. is a registered investment advisor with the State of Indiana. All prospective investment advisory clients receive a copy of the firm’s Form ADV-Part II disclosure form. In addition, all current clients are entitled each year to receive a free copy of the firm’s current Form ADV-Part II disclosure form upon their request. The firm conducts business as a fee-only firm and receives all of its compensation from clients. The firm does not sell investment products nor does it represent sales organizations. It does not receive any compensation or other renumeration that is contingent on any client’s purchase or sale of a financial product. The firm does not receive a fee or other compensation from another party based upon the referral of a client or the client’s business.
Information on the HFA website should not be interpreted as investment or personal financial planning advice, or recommendations to acquire or dispose of any investment. Nothing on this website should be construed as guaranteeing any investment results. HFA does not provide investment advice or financial planning advice through this website. Personal investment advisory services or financial planning advice are only provided based upon contractual agreements with our clients.
The HFA website is limited to providing general information about HFA’s business and services and other general financial information. Some content on this website is obtained from outside sources. While HFA uses reasonable efforts to obtain information from sources which it believes to be reliable, HFA makes no representation that the information or opinions from other sources contained on the HFA website are accurate, reliable or express the firm’s policies.
The information and opinions contained in the HFA website are provided by HFA for informational purposes only and are subject to change without notice. Nothing contained on the HFA website constitutes investment, financial, legal, tax or other advice.
As a service of this website, HFA provides links to other websites that may be of interest to the readers. HFA does not endorse these links and the respective websites nor is HFA responsible for the content of any of these websites. The links are merely provided to the readers for their convenience.
Landscape and nature photography appearing on this website was taken, processed and copyrighted by William M. Howell.