Category: Firm Updates

Cincinnati, OH – March 8, 2023 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholder, Chris Allen, …

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 …

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 …

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, …

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’s newest acquisition increases its Assets Under Management (AUM) to over $900M. Cincinnati, OH — Total Wealth Planning, an independent Fee-Only registered investment …

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 …

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 …

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 …