Category: Firm Updates

As the moon danced across the sun on April 8, 2024, our Carmel, Indiana office welcomed clients and friends to view the wonder of the ...

Total Wealth Planning is growing and excited to welcome Justin Clapp, CFP to our team…

Our team is just so pleased to be settled into our expanded and remodeled Blue Ash office space as of November 13th. For those of ...

We are happy to report a successful move down the hall to our expansion office space (phase 1), and that construction has begun on our ...

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 ...

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 ...

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 ...