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History

Our Cincinnati based firm is celebrating 30 years of providing comprehensive financial planning and investment services to our clients. As we continue to grow with you, we have been listening to your feedback and are proud to announce a change – FMG is now Total Wealth Planning.

Today, Total Wealth Planning is recognized as a leading, fee-only wealth management firm. 

Envisioning the “Right Thing” in 1989

Total Wealth Planning traces its roots back to 1989, and was established as a different kind of company among its many competitors, both large and small. It began as a mere vision under the name of Financial Management Group (FMG) using the founder’s home-based desk and computer. FMG became Total Wealth Planning in August 2015, and has grown into a well-respected, independent wealth management advisory firm with clients located worldwide.

Over the years, the firm has assembled a “dream team” with a passion for running a Cincinnati based financial investment services firm “the right way” by putting client’s interest first. The team’s principles are to make our clients’ lives better based on their specific goals and objectives. As a result, our working relationships with clients often become long-lasting multi-generational partnerships.

The Vision of Listening

Our industry includes different kinds of financial services companies who don’t share a long term approach to put clients’ interests first. Many with names you know who offer the same blah, blah, blah pitch. In reality, many deceptively operate to better themselves, despite their clients best interest.

Based on a culture of transparent communication, our firm embraces trustworthiness, objective problem-solving, and compassion and admiration towards our clients. The company is dedicated to providing our clients a competent and responsive financial advisory firm based on:
  • Being a fee-only company
  • Providing high quality, responsive service
  • Avoiding the high pressure, product-based sales approach
Looking at our 30 years of experience, we’ve educated our clients, industry and the public about some of the misconceptions within financial services. As a result, we’ve served hundreds of clients and built long-term relationships. That’s why 90% of our business comes from referrals.

The commitment and founding principles of our founder, Brett Wilder, built today’s firm, and we’re here to help you achieve your wealth management goals and objectives. Our team celebrates those principles and your wealth, health and happiness.
 
Fiduciary Duty
10 Questions
5 Reasons to Think TWP
Field Guide to Choosing an Advisor
 

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.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
Less Cash in Your Portfolio Yields More Money in Your Pocket
Tuesday, December 3, 2019


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DISCLOSURES | COPYRIGHT © 2019. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
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