Firm Updates Archives - Total Wealth Planning

Category: Firm Updates

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →

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 …

Read More →