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About
About Total Wealth Planning
Our Team
History
Virtual Tour
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
Cyber Security
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 245 Carmel, IN 46032
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Why “Top Advisor” Awards Are Misleading (And What Actually Matters Instead)
I’m writing this blog today to address the flurry of hollow awards that exist in the financial advisor ...
April 16, 2025
Investments & Market Updates
Quarter 1, 2025 Market Review
Thank you for your interest in Total Wealth Planning’s Quarterly Market Review. This Review provides an update on the ...
April 9, 2025
In The News
Recent Market Volatility
We understand that with everything happening in the world right now, it’s normal to feel unsettled. The combination ...
April 1, 2025
Estate Planning
Gene Hackman’s estate planning was lacking – is yours?
I have worked with many people over the years who find it difficult to name beneficiaries in their ...
March 31, 2025
Security & Privacy
Protecting Your Property from Deed Fraud
As your trusted wealth planning team at Total Wealth Planning, we’re committed to safeguarding your financial future. That’s ...
March 21, 2025
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