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 ...