Category: Firm Updates
Total Wealth Planning Acquires Charles A. Liles & Associates, Inc.
Total Wealth Planning’s newest acquisition increases its Assets Under Management (AUM) to just over $1 billion of trusted client assets. [SEPTEMBER 18, 2023] Cincinnati, OH …
Welcoming Dylan Sabol to our family of outstanding professional financial advisors
We are pleased to announce the hiring of Dylan Sabol to our growing family of professionals. We continue to be so honored to serve a …
Total Wealth Planning Expands Ownership and Announces Chris Allen, CFP® as It’s Newest Shareholder
Cincinnati, OH – March 8, 2023 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholder, Chris Allen, …
How does Total Wealth Planning support our community?
Giving back to our community in a variety of ways is a vital part of our firm’s culture and a reason we exist. Our firm …
Welcoming Rob Reichwein to our family of outstanding professional financial advisors.
We are pleased to announce the hiring of Robert Reichwein to our growing family of professionals. We continue to be so honored to serve a …
Total Wealth Planning announces Jon Andre, CFP® & Joel Musser, CFP® as shareholders
Cincinnati, OH – August 5, 2022 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholders, Jon Andre, …
Welcoming new professionals, Jordan Nare and Will Patrick, to our family.
Welcoming new professionals, Jordan and Will, to our family. We continue to be so honored to serve a growing number of families with financial planning, …
How Does Total Wealth Planning Support Our Community?
By Robert Siegmann Giving back to our community in a variety of ways is important to our team, firm, culture and community. I’d like to …
Total Wealth Planning Acquires Howell Financial Advisors
Total Wealth Planning’s newest acquisition increases its Assets Under Management (AUM) to over $900M. Cincinnati, OH — Total Wealth Planning, an independent Fee-Only registered investment …
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 …
