Category: Firm Updates

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 ...

At Total Wealth Planning, our team is our best investment, and it seems that our commitment to the team hasn’t gone unnoticed. We are proud ...

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: ...

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 ...

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 ...

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 ...

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 ...