Cincinnati, OH – March 8, 2023 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholder, Chris Allen, CFP®. As an independent, Fee-Only wealth consulting firm, this announcement underscores Total Wealth Planning’s a dedication to retain and reward its executive staff and develop the next generation of leaders to serve clients and their families for years to come.
In his role as Wealth Advisor at Total Wealth Planning, Chris Allen has long been recognized by the Firm’s staff and his clients for his personal values and accountability. Chris’ focus is guiding clients on complex financial decisions that can impact their lifestyle and their family’s financial future. He brings deep expertise in retirement planning, insurance planning, estate transitioning, and taxation analysis.
“Chris’ devotion to helping clients gain confidence and control of their finances is what makes him such a compelling addition to our ownership team” said Rob Siegmann, Principal and Chief Executive Officer.
David Wilder, Principal and Chief Investment Officer, states, “Chris shares our Firm’s vision and is always focused on making process and client experiences better with each interaction.” Rob Lemmons, Principal and Director of Financial Planning, further states, “We choose our partners carefully based on their integrity and the impact they have on our team and in the community. We know Chris will only improve his ability to help clients and the firm achieve success.”
Chris earned his B.S., Financial Planning degree from The Ohio State University. Chris is a member in good standing of the National Association of Personal Financial Advisors (NAPFA), considered the industry standard for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards.
Chris’ Shareholder appointment at Total Wealth Planning are effective at the start of the year where they are based in the Firm’s Cincinnati, OH office.
About Total Wealth Planning, LLC
Founded in 1989, Total Wealth Planning, LLC is an independent, Fee-Only registered investment adviser with the U.S. Securities & Exchange Commission (“SEC”) with offices in Cincinnati (Blue Ash), OH and Carmel, IN. As of 2/28/2023, Total Wealth Planning serves 660 client families across the United States, representing approximately $915 million of trust assets under management.