Awards and Recognitions
There are many different awards presented in the financial advisor industry. Total Wealth Planning is fortunate to have been recognized by many of the top industry publications. While we are flattered with this honor, it is important to note these awards are not based on statements of any specific client experience or survey of any group of clients. These awards are also not a representation of Total Wealth Planning’s past or future investment performance capabilities. Total Wealth Planning also does not solicit any third party for such awards or recognition, nor pay any type of fee to participate in the surveys beyond minor fees for plaques or article reprints after the award has been granted.
2017 - 2021 Best Workplaces in Ohio Winner
The premier workplace award across the state of Ohio as presented by Ohio Business Magazine. The annual process is undertaken over a period of two months to collect nominations, which are then reviewed and approved by a committee.
Being selected along with roughly 50 other companies as one of the Best Workplaces in Ohio is an exceptional honor.
2021 Family Choice Awards Winner
Total Wealth Planning, LLC has been named the winner of the Financial Institution category in the 2021 Family Choice Awards by Cincy Magazine.
Appearance on “Getting Retirement Right”
Dave Wilder and Rob Lemmons recognized as retirement planning experts in the 30 minute show “Getting Retirement Right”.
2017 - 2020 Best Places to Work Awards
Total Wealth Planning has been named a finalist for the “Best Places to Work Awards” four years in a row. The program recognizes Greater Cincinnati employers with the most engaged workforces. Learn more about the latest 2020 award.
Ranked in FA’s Annual RIA Ranking
Total Wealth Planning has been ranked in Financial Advisor’s annual RIA ranking for the past 3 years. Firms do not pay for ranking to receive this award. Learn more about the 2020 award.
Rob Siegmann named a 2019 Hero of Character
Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals who work to make a difference in their communities.
Selected as a Largest Greater Cincinnati Money Management Firm
Total Wealth Planning was ranked 25th in Cincinnati Business Courier’s book of list largest money management firms.
Total Assets Managed: $505.45 MIL / 410 clients / 12 employees (ranked by locally managed assets as of 6/1/2019).
2018 & 2019 11 Best Financial Advisors in Cincinnati
AdvisoryHQ mentioned Total Wealth Planning on its 2018 & 2019 ranking of the “Top 11 Best Financial Advisors in Cincinnati, OH.”
All review and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or our award emblem. In fact, most firms do not even know that they are being reviewed and ranked by AdvisoryHQ until after our reviews have been published to the public.
Second Annual Ohio Success Awards
Total Wealth Planning was recently included in the second annual selection of the Ohio Success Awards, making the 2nd year in a row of receiving this award. Ohio Business Magazine seeks this to be the premier award across the state of Ohio for growth companies, non-profits, and governmental organizations that are making an impact and have created unique partnerships for the betterment of their communities as presented by Ohio Business Magazine.
Best Financial Services Award
Total wealth Planning was recently selected by Three Best Rated as one of the top 3 financial services in Cincinnati, OH. Three Best Rated® was created with a simple goal to find you the top 3 local businesses, professionals, restaurants and health care providers in any city. Total Wealth Planning did not pay to be considered for this award.
Dave Wilder Recognized as Nation's Top 50 Most Experienced Advisors
Bloomberg Business Week teamed up with the Paladin Registry to screen more than 1,000 independent financial advisers. The advisors were scored on a 100-point system. Advisors receive the maximum number of points for 15 years of experience as well as for holding two major certifications, such as Chartered Financial Analyst and Certified Financial Planner. To be included in the registry, advisors need to be independent and fees must be the primary form of compensation. Our Chief Investment Officer, Dave Wilder, was part of the top 50 advisors. Dave did not pay to be considered for this award.
Dave Wilder Is Honored by Paladin Registry with a 5-Star Ranking
The Paladin Registry is a referral service that vets, rates and documents financial advisors using a proprietary algorithm using the quality of an advisors credentials, ethics, business practices, and services. Only financial advisors who meet the criteria of a 5-Star quality rating are permitted to remain on the registry. Paladin’s 5-Star quality rating is not an endorsement or testimonial. Dave pays a fixed monthly fee to be included on the list, but does not pay for prospective leads or referrals. Click here to research further how the registry works.
Rob Siegmann Selected for the 2015 Business Courier 40 Under 40 Award
Financial Advisor Magazine's 2016 Top Registered Investment Advisory Firms (#351)
Please click here to see the complete list of ranked firms for 2016. Total Wealth Planning was ranked #351 on the list.
Rob Siegmann Takes 1st Place in the 2015 Business Courier's Annual Stock Picking Contest
For pure entertainment, the Cincinnati Business Courier hosts an annual stock picking contest. The rules are pretty simple. You must pick up to five stocks, at least one of which must be locally headquartered in Cincinnati area. Dayton doesn’t count, nor do companies like GE that have a large local presence but are based elsewhere. Each position must be in increments of 20% of the portfolio. The goal is to generate the highest total return, including dividends, between Jan. 1, 2016, and Dec. 31, 2016. The entire Courier article can be viewed here.
Dave Wilder Recognized by Reuters as a Top Advisor in 2008
David Wilder was recognized as a Top Advisor in 2008 by Reuters based on qualitative criteria including total assets under management, growth of assets under management, product expertise and client focus. Dave did not pay to be considered for this award.