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For over 35 years, Total Wealth Planning has served as a sounding board for personal and business decision making. What makes us distinct is we care about connecting with you and want to be more than just a financial planner. We cater to all aspects of your family and take on the factors pertaining to your finances, investment objectives, retirement goals, business interests and other important intentions. As a Fee-Only planning firm, we provide advice that is unbiased and focused on your best interest at all times, without product sales or commissions. The real benefit is having someone tell you the truth about where you are financially and arranging more than just the money aspects of your financial life.
We have faith in what you can accomplish. What this means is we challenge you in a way that makes you think differently about your life. You gain the ability to have a real conversation and be yourself while asking questions. Unlike other firms, we are willing to be crystal clear about where you are financially without fear of losing an account. To us, clients are not an account.
Promoting teamwork and community among employees to better achieve client and firm goals.
Leading by example, taking initiative to enhance our team’s capabilities, and leading clients towards achieving their goals.
Pursuing creative solutions and new ideas to continuously improve services, outcomes, and the client experience.
Committing to the highest standards in every aspect of the business, namely with client service and outcomes.
Supporting personal and professional growth for employees in a positive and empowering work environment.
Fostering trust and accountability with open and honest communication amongst employees and clients.
As stated in our registration with the SEC, our team of 19 professionals serve 735 client households with approximately $1.20 billion of assets under management as of 9/30/2024. Would you like to learn more about us? Meet our Total Wealth Planning family and read about our history.