Chris Allen

Chris serves clients directly as a Wealth Advisor, and also supports the financial planning efforts of the firm with technical expertise on the entire financial planning process. He assists clients of the firm with detailed insurance analysis, tax projections, college and retirement analysis, and all other holistic updates to client’s financial plans.

Prior to joining the firm in 2015, Chris worked as a certified financial counselor with a non-profit financial counseling organization, where he consulted with numerous families and helped establish sustainable spending plans.

Chris’s credentials include:

Bachelor of Science, Financial Planning, The Ohio State University
Series 65 Investment Advisor Representative
Certified Financial Planning Professional (CFP®)
Total Wealth Planning member of the Investment Policy Committee

Originally from Chicago, Chris currently resides in Mason with his son, Aiden, and fiance Abby. In his spare time, he enjoys playing golf and baseball.

INVESTMENT
MANAGEMENT

Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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RETIREMENT AND
TAX PLANNING

Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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HOLISTIC/COMPREHENSIVE
PLANNING

We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.