Jon Andre

As Investment Portfolio Manager, Jon manages clients’ investment portfolios, aligning their investment goals and Total Wealth Planning’s Investment Policy Committee recommendations. A member of the Investment Policy Committee, he provides ongoing investment and economic research and analysis. Besides wealth management experience and knowledge, Jon’s credentials include:

Expertise in complex executive compensation and equity compensation programs: non-qualified employee stock options, incentive stock options, and restricted and performance-based equity grants

Certified Financial Planning Professional (CFP®)

Bachelor of Science, Business Administration degree in Finance, Xavier University

Member of the National Association of Personal Financial Advisors (NAPFA)

Currently pursuing the Charted Financial Analyst (CFA) designation

Outside of the office, Jon resides in West Chester with his wife, Andrea, and three children.

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.