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Joel Musser - CFP® & Wealth Advisor

Joel Musser

As a member of the Financial Planning team, Joel advises clients through our comprehensive financial planning approach. Joel has been influential in assisting clients to achieve their financial goals since graduating from Hillsdale College in 2007. Prior to joining Total Wealth Planning, he performed financial planning through the retail Private Banking divisions at JP Morgan Chase Bank and PNC Bank. Joel is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Joel’s credentials include:
  • Expertise in retirement planning, insurance planning, estate transitioning, and taxation analysis
  • Certified Financial Planning Professional (CFP®)
  • Bachelor of Arts, Degree in Economics from Hillsdale College
  • Member of the National Association of Personal Financial Advisors (NAPFA)
Born and raised in Cincinnati, Joel loves spending time with his wife, their son and twin girls. In a rare free moment, he also enjoys competitive sports and playing the drums, guitar, piano, and really anything from which he can conjure a musical note.
 
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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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