Category: Firm Updates

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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Total Wealth Planning Named Goering Center Award Semi-Finalist for 2nd

The Goering Center for Family and Private Business announced the list of semi-finalists for their annual local business awards. Total Wealth Planning is proud to …

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Total Wealth Planning Welcomes a New Intern for Summer 2017

At Total Wealth Planning, we believe in giving back to our community in a variety of ways. We offer our employees matching contributions and time …

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Total Wealth Planning Sponsors the Shamrock Shuffle

In addition to Total Wealth Planning sponsoring the 5k event in West Chester, Rob Siegmann and Sean Vaught volunteered to help support the 11th annual …

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Results From Our 2016 Client Survey

We feel so blessed to have such great clients who shared feedback on the services and benefits they valued most. In November, we had 151 …

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