About Total Wealth Planning
Total Wealth Planning is a well-respected, fee-only, wealth planning firm. We’re passionate and enthusiastic about what we do. We thrive on the success of our clients.
For over 25 years, we’ve been serving clients throughout Greater Cincinnati and the United States. We enjoy working with so many great client families across several generations.
What We Believe
At Total Wealth Planning, we believe in delivering extraordinary, personalized service. We are both morally and legally bound to place clients’ interests first. We listen to our clients goals and use our real-life experience and expert advice to deliver an extra-mile client experience. We’re here to guide you through life transitions - every step of the way - helping you reach your financial goals with:
- Three distinct offerings of comprehensive financial planning that grow with you.
- Institutional class investment management modeled after a Nobel prize winning approach.
What We Value
We value our client relationships and helping make their dreams possible. We do this by adhering to a set of core values and principles:
- Outstanding Client Experience. We strive to deliver an exceptional experience to clients with a proactive and thorough approach.
- Long-Term Relationships. Our goal is to establish collaborative long-term relationships that span multiple generations, with an emphasis on respect and confidentiality.
- Independence. Our clear and objective investing and planning strategies put client interests ahead of our own, in contrast to larger financial firms seeking to meet shareholder needs through maximizing profits.
- Clients First. We achieve results and prosperity without compromising our Fiduciary Duty to put client interests first.
Not every financial firm will stand by their stated beliefs and values. We not only clearly express who we are, what we believe and our values - we live them. So our clients can live theirs.
- Sincerity and Truthfulness. We believe that a long term working relationship is deserving of Passion, Empathy, and Integrity, rather than based solely on facts, figures and analysis.
We Are Total Wealth Planning
As stated in our registration with the SEC, our team of 12 professionals serve 382 client households with approximate $490.6 million of assets under management as of June 30, 2018. Would you like to learn more about us? Meet our Total Wealth Planning family and read about our history.