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About
About Total Wealth Planning
Our Team
History
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
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Category: In The News
Financial Management Group Rebrands as Total Wealth Planning
August 11, 2015
Cincinnati – area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning. “After 25 years, we have a new ...
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Business Courier Highlights Total Wealth Planning Succession
May 4, 2015
Total Wealth Planning announces the firm principals Dave Wilder, Rob Siegmann & Rob Lemmons are the new owners of the company.
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Seven Tips to Avoid Fraud Schemes
September 29, 2014
Rob Siegmann gives advice on avoiding fraud schemes in the Cincinnati Business Courier.
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Don’t Fall for Ponzi Schemes
June 13, 2014
Rob Siegmann featured in Howard Ain’s Indian Hill Journal article about how to avoid Ponzi schemes.
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Financial Advisor IQ.com – How Advisors Search for Stand-Out Managers
September 18, 2013
Jon Andre featured in Advisor IQ speaking about choosing the best suited portfolio managers for clients.
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Total Wealth Planning Named National Wealth Management Leader
September 16, 2013
Financial Advisor magazine ranks Total Wealth Planning as a top company in assets managed nationwide. http://local.cincinnati.com/share/story/208577
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Pay Student Loans Faster
September 16, 2013
Rob Siegmann gives advice on making the decision to pay off student loan debt or investing the money.
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Avert College Debt
August 14, 2013
Rob Lemmons guest column on teaching children about money.
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Differences Between Fee-Only Advisers Rob S. Article
July 22, 2013
Rob Siegmann explains the truth and value of a fee-only, comprehensive wealth management advisory relationship.
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Baby Boomers Funding Family Trips Article Jon Andre Quoted
May 8, 2013
Jon Andre speaks about vacation ideas for baby boomers that want to fund multi-generational family vacations.
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