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Our Promise To You

We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Awards

There are many different awards presented in the financial advisor industry. Total Wealth Planning is fortunate to have been recognized by many of the top industry publications. While we are flattered with this honor, it is important to note these awards are not based on statements of any specific client experience or survey of any group of clients. These awards are also not a representation of Total Wealth Planning’s past or future investment performance capabilities. Total Wealth Planning also does not solicit any third party for such awards or recognition, nor pay any type of fee to participate in the surveys beyond minor fees for plaques or article reprints after the award has been granted.
Finalists for the 2018 Best Places to Work Awards

2020 Best Places to Work Awards

Total Wealth Planning has been named one of the finalists for this year’s Best Places to Work awards. The program recognizes Greater Cincinnati employers with the most engaged workforces.

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Total Wealth Planning Ranked #429 in FA’s 2018 Annual RIA Ranking

Ranked #430 in FA’s 2020 Annual RIA Ranking

Total Wealth Planning was recently ranked #430 in Financial Advisor's 2020 annual RIA ranking. Firms do not pay for ranking to receive this award.

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Joel Musser wins 1st place at Courier Stock Contest

Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.

Read more here

Rob Siegmann named a 2019 Hero of Character

Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals who work to make a difference in their communities. You can view the announcement video here for more information.
Cincinnati Business Courier

Named as a finalist for the Cincinnati Business Courier Best Places to Work program.

Excited and proud of the Total Wealth Planning, LLC team for being named a finalist in the Cincinnati Business Courier Best Places to Work program. This honor could not be possible without the hard work, team environment and genuine care and passion for what we do everyday to guide clients and their families on their path to financial prosperity.
Cincinnati Business Courier

Selected as a Largest Greater Cincinnati Money Management Firm

Total Wealth Planning was ranked 25th in Cincinnati Business Courier's book of list largest money management firms.

Total Assets Managed: $505.45 MIL / 410 clients / 12 employees (ranked by locally managed assets as of 6/1/2019).
Total Wealth Planning Ranked #429 in FA’s 2018 Annual RIA Ranking

Ranked #447 in FA’s 2019 Annual RIA Ranking

Total Wealth Planning was recently ranked #447 in Financial Advisor's 2019 annual RIA ranking. Firms do not pay for ranking to receive this award.

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Top 11 Best Financial Advisors in Cincinnati, OH

2018 & 2019 11 Best Financial Advisors in Cincinnati, OH

AdvisoryHQ mentioned Total Wealth Planning on its 2018 & 2019 ranking of the “Top 11 Best Financial Advisors in Cincinnati, OH." Learn More

All review and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or our award emblem. In fact, most firms do not even know that they are being reviewed and ranked by AdvisoryHQ until after our reviews have been published to the public.
Ohio Success Awards

Second Annual Ohio Success Awards

Total Wealth Planning was recently included in the second annual selection of the Ohio Success Awards, making the 2nd year in a row of receiving this award. Ohio Business Magazine seeks this to be the premier award across the state of Ohio for growth companies, non-profits, and governmental organizations that are making an impact and have created unique partnerships for the betterment of their communities as presented by Ohio Business Magazine.
Finalists for the 2018 Best Places to Work Awards

2018 Best Places to Work Awards

Total Wealth Planning has been named one of the finalists for this year’s Best Places to Work awards. The program recognizes Greater Cincinnati employers with the most engaged workforces.

Learn More
Total Wealth Planning Ranked #429 in FA’s 2018 Annual RIA Ranking

Ranked #429 in FA’s 2018 Annual RIA Ranking

Total Wealth Planning was recently ranked #429 in Financial Advisor's 2018 annual RIA ranking. Firms do not pay for ranking to receive this award.

Learn More
2018 Best Workplaces in Ohio Winner

2017, 2018 & 2019 Best Workplaces in Ohio Winner

The premier workplace award across the state of Ohio as presented by Ohio Business Magazine. The annual process is undertaken over a period of two months to collect nominations, which are then reviewed and approved by a committee.

Being selected along with roughly 50 other companies as one of the Best Workplaces in Ohio is an exceptional honor.
Handpicked Top 3 Financial Services in Cincinnati, OH.Best Financial Services Award

Total wealth Planning was recently selected by Three Best Rated as one of the top 3 financial services in Cincinnati, OH. Three Best Rated® was created with a simple goal to find you the top 3 local businesses, professionals, restaurants and health care providers in any city. Total Wealth Planning did not pay to be considered for this award. Learn More
Dave Wilder Recognized as Nation's Top 50 Most Experienced AdvisorsDave Wilder Recognized as Nation's Top 50 Most Experienced Advisors

Bloomberg Business Week teamed up with the Paladin Registry to screen more than 1,000 independent financial advisers. The advisors were scored on a 100-point system. Advisors receive the maximum number of points for 15 years of experience as well as for holding two major certifications, such as Chartered Financial Analyst and Certified Financial Planner. To be included in the registry, advisors need to be independent and fees must be the primary form of compensation. Our Chief Investment Officer, Dave Wilder, was part of the top 50 advisors. Dave did not pay to be considered for this award.
Dave Wilder Is Honored by Paladin Registry with a 5-Star RankingDave Wilder Is Honored by Paladin Registry with a 5-Star Ranking

The Paladin Registry is a referral service that vets, rates and documents financial advisors using a proprietary algorithm using the quality of an advisors credentials, ethics, business practices, and services. Only financial advisors who meet the criteria of a 5-Star quality rating are permitted to remain on the registry.  Paladin’s 5-Star quality rating is not an endorsement or testimonial. Dave pays a fixed monthly fee to be included on the list, but does not pay for prospective leads or referrals. Click here to research further how the registry works.
Rob Siegmann Selected for the 2015 Business Courier 40 Under 40 AwardRob Siegmann Selected for the 2015 Business Courier 40 Under 40 Award

Each year, the Cincinnati Business Courier receives 100’s of nominations to recognize young professionals in the Tri-State who have reached major milestones in their careers and also made significant contributions to the community.  A panel of previous 40 under 40 award recipients select 40 of the 350+ nominees based on a set of established criteria.
Financial Advisor Magazine's 2016 Top Registered Investment Advisory Firms (#351)Financial Advisor Magazine's 2016 Top Registered Investment Advisory Firms (#351)

This annual ranking is based on the percentage of growth in assets under management from the previous year.  Total Wealth Planning also received this recognition in 2011-2015 (formerly as Financial Management Group), , and did not pay to apply or be included on the list

Please click here to see the complete list of ranked firms for 2016.  Total Wealth Planning was ranked #351 on the list.
Rob Siegmann Takes 1st Place in the 2015 Business Courier's Annual Stock Picking ContestRob Siegmann Takes 1st Place in the 2015 Business Courier's Annual Stock Picking Contest 

For pure entertainment, the Cincinnati Business Courier hosts an annual stock picking contest. The rules are pretty simple. You must pick up to five stocks, at least one of which must be locally headquartered in Cincinnati area. Dayton doesn’t count, nor do companies like GE that have a large local presence but are based elsewhere.  Each position must be in increments of 20% of the portfolio. The goal is to generate the highest total return, including dividends, between Jan. 1, 2016, and Dec. 31, 2016.  The entire Courier article can be viewed here.
Dave Wilder Recognized by Reuters as a Top Advisor in 2008Dave Wilder Recognized by Reuters as a Top Advisor in 2008

David Wilder was recognized as a Top Advisor in 2008 by Reuters based on qualitative criteria including total assets under management, growth of assets under management, product expertise and client focus. Dave did not pay to be considered for this award.
For additional information about any specific award, we encourage new or prospective clients to click on the links above to each specific publication to independently research further the various award criteria.
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INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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HOLISTIC/COMPREHENSIVE
PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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info@twpteam.com info@twpteam.com
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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