Category: In The News

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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Quarter 2, 2019 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and ...
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Show your patriotism this 4th of July!

I recently read the transcript of Mayor (of Indian Hill) Gary Kuenning’s speech from Memorial Day and he shared a few ideas on how we ...
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Rob Siegmann Quoted in Recent Wall Street Journal Article

Protecting client data has always been one of our top priorities at Total Wealth Planning.  Rob Siegmann was recently quoted in a Wall Street Journal article about ...
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Rob Siegmann places 7th in the 2016 Business Courier Stock Contest

Evaluating individual stocks takes tremendous time, effort and cost.  Then, oftentimes it leads to more risk and disappointing results when comparing to a globally diversified ...
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Rob Siegmann Named Business Courier 40 Under 40 Winner!

Rob Siegmann has been named as one of the Cincinnati Business Couriers 40 Under 40 for 2015!  
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