Category: Firm Updates

Welcome Marc Wambaugh to the team!

We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To …

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2021 Shred Day Recap

Thanks to all who participated in our 6th annual community shredding event earlier this month.  We had an impressive turnout considering many local shredding events …

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Welcome Micah Peterson to the team!

Welcome Micah Peterson to the team! We continue to be so honored to serve a growing number of families with financial planning, investment using our …

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Coronacrisis Helps Us Create a More Resilient Company and Team

The Chinese word ‘危机’ meaning ‘crisis’ is made up of two characters: ‘危’ and ‘机’. ‘危’ means danger, but ‘机’ has the meaning of chance …

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We’re excited to introduce Holden Varvel to our firm!

Dear Clients and Friends, Thanks in large part to introductions from our clients, we have been blessed with a steady growth of new clients. To …

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Total Wealth Planning Named A Best Financial Advisor in Cincinnati

Total Wealth Planning pleased to be recognized by a new study on Financial Advisors. A new rating company, Expertise, named Total Wealth Planning as a …

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Shred Day 2018

Thanks to all who participated in our 3rd annual shredding event last Friday.  We host this free community event each year as part of our …

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2017 Best Place to Work

At Total Wealth Planning, our team is our best investment, and it seems that our commitment to the team hasn’t gone unnoticed. We are proud …

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Holiday Open House 2017

Clients and Friends, We hope you will join us for a special Open House event as we gather to celebrate the Holiday Season together! When: …

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A Fee-Only Fiduciary for all Wealth Planning clients, not just for Retirees

As you may have noticed in the news, investment advisory firms must adhere to a new Fiduciary Rule published by the U.S. Department of Labor with respect …

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