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Announcing Our Planned Expansion For Our Blue Ash Office

We are excited to announce our office expansion to serve you and your loved ones for the next decade.

We are honored by great clients and delighted to see our team grow over the years. As every family grows, they often require more space in their home. We have decided to stay in our current Blue Ash office, and to expand and remodel with a refreshed look.

This decision was centered on improving our collaborative and comfortable planning experience for our clients and staff. Our goal is to create a work environment where people can grow and thrive. We were delighted when the additional space became available in our building, and to be aligned to meet our future needs. It is truly energizing every time we add a new member to our staff or promote a team member to partner, and the expansion allows us to continue growing our team as necessary to provide the services to families who seek the holistic approach we offer.

When Will Our Office Expansion Be Ready?

Our goal is to keep business as usual during a two-phase construction plan. The first phase, currently underway, will prepare the expansion space and the second phase will remodel and refresh our existing space. You may have seen our awning showcasing our logo (photo attached) on our new exterior entrance, but please continue to enter our office from inside the building where you always have. We are targeting completion of phase 1 (expansion space) in August and phase 2 in the Fall. We will keep you posted as we make progress. Just like any home renovation, there will be some disruption to our working space this summer, so several members of our team will transition to working remotely during phase 2. We will maintain a focus throughout both phases to uphold our exceptional service.

Once again, we cannot wait to share our new space with you as both phases are completed. As always, we are grateful to our team and the ongoing trust and support of our clients which has made this possible. We are all excited about this new chapter and what this will allow us to deliver for you and your family for years to come.

We would also like to take a moment and recognize some excellent partners who have made this process possible. Matt Smyth, Neyer Properties, JT Construction, Cushman Wakefield, Office Furniture Source, PMBA Architects, and Skynet Innovation.

Please check back for further updates.

Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at

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