Category: In The News
Total Wealth Planning Named One of America’s Top RIA Firms by Financial Advisor Magazine
Total Wealth Planning is pleased to announce that it has been named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey. Financial ...
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Total Wealth Planning announces Jon Andre, CFP® & Joel Musser, CFP® as shareholders
Cincinnati, OH – August 5, 2022 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholders, Jon Andre, ...
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“Getting Retirement Right” Will Air Tomorrow on WSTR (Ch 64) (Saturday, April 24)
2nd Airing: Total Wealth Planning’s 30-minute show titled Getting Retirement Right! will air again in Cincinnati on Channel 64, WSTR-TV at 3:30 PM ET on Saturday, April 24th! ...
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Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
Total Wealth Planning has produced a new video titled Getting Retirement Right to be aired on Channel 12 and Channel 64! The baby boom generation, ...
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Joel Musser wins 1st place at Courier Stock Contest
“Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.” Read ...
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Joel Musser wins 1st place at Courier Stock Contest
“Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.” Read ...
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Rob Siegmann Named a 2019 Hero of Character
Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals ...
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Total Wealth Planning named finalist in Cincinnati Business Courier’s 2-10 Best Places to work!
Excited and proud of the Total Wealth Planning, LLC team for being named a finalist in the Cincinnati Business Courier Best Places to Work program. ...
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Rob Siegmann named a 2019 Hero of Character
Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals ...
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AdvisoryHQ Top in Cincy Ranking 2019
Total Wealth Planning included in List of Top 11 Best Financial Advisors & Wealth Management Firms in Cincinnati, Ohio. We are pleased to announce Total ...
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