Category: Firm Updates

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 ...

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 ...

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 ...

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 ...

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 ...