Reviews, Awards and Recognitions
What Our Clients Say About Us
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Awards & Recognitions
There are many awards presented in the financial 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 that 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.
Joel Musser wins the Business Courier's stock-picking contest
Joel Musser has won the Business Courier’s annual stock-picking contest for the second time, continuing his run of outstanding performances. Joel’s portfolio of five stocks more than tripled in value while generating a whopping 236% gain to take the crown.
America's Top Financial Advisory Firms 2025
Total Wealth Planning has been listed as one of the top 500 financial advisory firms in the US by Newsweek magazine. No compensation was received by the recipient, nor did TWP pay to participate in the award program.
FA (Financial Advisor) Magazine
Total Wealth Planning was ranked # 273 on July 12, 2024 for the FA Magazine annual RIA ranking. The RIA Ranking is created by FA Magazine, and is based on a questionnaire completed by TWP. No compensation was received by the recipient, nor did TWP pay to participate in the award program.
Rob Siegmann chosen as one of Ohio’s 500 most influential executives
Rob Siegmann was awarded the one of the 500 most influential executives in Ohio on July 3, 2022 for 2022. The Ohio 500 is created by Ohio Business Magazine, and is based on reader’s online surveys, conversations with the magazine’s partners and community leaders as well as on the magazine’s own research. No compensation was received by Rob Siegmann, nor did he pay to participate in the award program.
2024 Best Workplaces (Also 2017-2020)
Total Wealth Planning was awarded as a finalist as one of Greater Cincinnati’s Top Workplaces on
May 24, 2024 for the 2024 year. The Greater Cincinnati Top Workplaces is created by The Enquirer
and Cincinnati.com and partnered with Philadelphia-based Energage, and are based solely on
employee survey feedback which is then analyzed based on the Energage’s objective criteria. No
compensation was received by the recipient, nor did Total Wealth Planning pay to participate in the
award program.
Worth’s 2024 Leading Advisor List
Total Wealth Planning was named one of 300 on Worth Magazine’s Best leading advisors on September 20, 2024 for 2024. The Leading Advisors List was created by Worth Magazine using a rigorous selection process with stringent benchmarks including AUM of over $500 million, has predominantly high-net-worth clients, has substantial planning clientele, and is independent from broker-dealers. No compensation was received by Total Wealth Planning, nor did Total Wealth Planning pay to participate in the award program.
2023 Family Choice Awards
Total Wealth Planning was awarded winner in the Financial Planner category for the Family Choice Awards on July 26, 2023 for 2023. The Family Choice Award is created by Cincy Magazine, and is based on families voting in an online competition of their favorite 157 categories. No compensation was received by Total Wealth Planning, nor did Total Wealth Planning pay to participate in the award program.
2022 Best of the North
Total Wealth Planning was awarded winner in the Best of the North contest in the financial planner category on December 23, 2022 for 2022. The Best of the North is created by Cincy Magazine, and is based on the votes of thoughts of people online and in person at the 2022 Best of the North event. No compensation was received by the recipient, nor did Total Wealth Planning pay to participate in the award program.
Selected as a Largest Greater Cincinnati Money Management Firm in 2022
Total Wealth Planning was ranked 25th in Cincinnati Business Courier’s book of list largest money management firms. This is Total Wealth Planning’s second time being included in this list with the first being in 2019.
Total Assets Managed: $930 MIL (ranked by locally managed assets as of 5/1/2022).
Robert Siegmann CCO
Robert Siegmann was recognized as a finalist in the Core Compliance CCO of the year award on April 5, 2022 for 2022. The CCO of the Year Award is created by Starweather & Shepley & Core Compliance, and is based on interviews and discussions with thought leaders and influencers in the industry. No compensation was received by the recipient, nor did Robert Siegmann pay to participate in the award program.
2017 - 2022 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 (TWP self-nominated), 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.
Appearance on “Getting Retirement Right”
Dave Wilder and Rob Lemmons were recognized as retirement experts in the 30 minute show, “Getting Retirement Right”. This education program was paid for by Total Wealth Planning as an advertisement with local Cincinnati TV station, Channel 12.
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.
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
Total Wealth Planning was awarded the 11 Best Financial Advisors in Cincinnati on July 28, 2019 for 2019. The 11 Best Financial Advisors award is created by AdvisoryHQ, and is based on their “Top Down Advisor Selection Methodology” which is based on a wide range of filters including, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. No compensation was received by the recipient, nor did (award winner) pay to participate in the award program.
Dave Wilder Recognized as Nation's Top 50 Most Experienced Advisors
Dave Wilder was recognized as The Nation’s Top 50 Most Experienced Advisors on June 4, 2011 for 2011. The Top 50 Most experienced Advisors is created by Bloomberg Business Week magazine and Paladin Registry. They teamed up to screen more than 1,000 independent financial advisors, scoring them on a 100-point system. While Dave pays a fixed monthly fee to be a part of the Paladin Registry, no compensation was received by the recipient of the recognition, nor did Dave Wilder pay to participate in the award program.
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 40 Under 40
Rob Seigmann was selected for the 40 Under 40 Award on August 6, 2025 for 2015. The 40 Under 40 Award is created by The Cincinnati Business Courier. Nominations from professionals over the Tri-State are assessed by a panel of previous 40 Under 40 Award recipients who select 40 of the 350+ nominees based on established criteria. No compensation was received by the recipient, nor did Rob Siegmann pay to participate in the award program.
