Cincinnati – area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning.
“After 25 years, we have a new name and new ownership,” says Rob Siegmann, the company’s Chief Operating Officer. “As Total Wealth Planning, we want to make sure that our purpose as a firm and financial services company are clear to customers old and new.”
Founder Brett Wilder embracing the change stated, “I’m confident in the experienced leadership team at the company, and their commitment to continue providing clients a competent and responsive ‘Total Wealth Planning’ experience.” The team includes Rob Siegmann, Principal & Chief Operating Officer, Rob Lemmons, Principal & Director of Financial Planning, and Dave Wilder, Principal & Chief Investment Officer.
As employees and now owners, Siegmann, Lemmons, and Wilder have had first-hand experience building Total Wealth Planning’s image and reputation. While the new name and rebranding suggest changes, there are no plans to change staff, fees, or services.
Total Wealth Planning will continue to provide fee-only services as a fiduciary firm, concentrating on the best interests of its clients.
“The rebranding is our way of focusing on the service we provide to our customers and making sure our messaging aligns with our business,” says Siegmann. “We are celebrating 25 years in business and planning for the next 25 years in business.”
ABOUT TOTAL WEALTH PLANNING: Formerly Financial Management Group, Total Wealth Planning is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. The firm began operating as Total Wealth Planning in August 2015. Total Wealth Planning is a member of the Better Business Bureau serving Greater Cincinnati. Founded in 1989, the company is celebrating 25 years of helping clients build wealth, plan for college & retirement, manage executive compensation, and building family legacies. Find them online at http://www.twpteam.com.