Acquisition Momentum Total Wealth Planning has expanded through acquisitions, including Liles & Associates and a second office in Carmel, IN, signaling growth activity and potential cross-sell opportunities to a larger client base.

AUM Growth With approximately $1.2 billion in assets under management across 743 client households, there is a solid footing for Upsell opportunities to existing high-net-worth clients and potential referrals from affiliated firms.

Independent Fee-Only As an independent fee-only RIAs, TWP emphasizes holistic life planning, creating a compelling value proposition for services beyond standard investment advisory—a doorway for selling comprehensive financial planning, tax optimization, and retirement strategies.

Technology Enablement Current tech stack including Salesforce, Google Ads, WordPress, and OneTrust presents cross-sell and lead-generation opportunities to deepen client engagement, improve onboarding, and scale marketing outreach to similar investor profiles.

Strategic Partnerships Recent and ongoing M&A activity and affiliation with Howell Financial Advisors indicate a strategic openness to partnerships and channel-driven growth, suggesting partnerships or referral arrangements could accelerate client acquisition and product diversification.