Wealth Building Families
Total Wealth Plan
Blogs & News
Protection & Privacy
Secure File Upload
Thanks for visiting our secure upload page. Who do you want to send files to?
David Wilder, CFP®, CTFA, MST, AIF®, CEPA – Principal & Chief Investment Officer
Rob Lemmons, CFP®, CPA, AIF®, CEPA – Principal & Director of Financial Planning
Rob Siegmann, MBA, Principal & Chief Operating Officer
Jon Andre, CFP® – Investment Portfolio Manager, Wealth Advisor
Joel Musser, CFP®- Wealth Advisor
Chris Allen, CFP® - Wealth Advisor
Melina “Mel” Merritt, Associate Wealth Advisor
Jared Hatfield, Portfolio Operations Associate
Kristin Wiechert, Client Service & College Administrator
Sean Vaught, Client Service & Operations Associate
Natalie Pham, Client Service Administrator
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.
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.
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.
WE'VE BEEN LISTENING
FOR OVER 30 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.
WE ARE PROUDLY ASSOCIATED WITH
WHAT'S NEW AT TWP
BLOG & NEWS
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
The Potential Hazard of Investing in the S&P 500 Index
Thursday, July 30, 2020
SEE MORE >
| COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.