History - Total Wealth Planning

History

Our Cincinnati based firm, in 2019, celebrated 30 years of providing comprehensive financial planning and investment services to our clients. Today, Total Wealth Planning is recognized as a leading, fee-only wealth management firm.

Envisioning the “Right Thing” in 1989

Total Wealth Planning traces its roots back to 1989, and was established as a different kind of company among its many competitors, both large and small. It began as a mere vision under the name of Financial Management Group (FMG) using the founder’s home-based desk and computer. FMG became Total Wealth Planning in August 2015, and has grown into a well-respected, independent wealth management advisory firm with clients located worldwide.

Over the years, the firm has assembled a “dream team” with a passion for running a Cincinnati based financial investment services firm “the right way” by putting client’s interest first. The team’s principles are to make our clients’ lives better based on their specific goals and objectives. As a result, our working relationships with clients often become long-lasting multi-generational partnerships.

The Vision of Listening

Our industry includes different kinds of financial services companies who don’t share a long term approach to put clients’ interests first. Many with names you know who offer the same blah, blah, blah pitch. In reality, many deceptively operate to better themselves, despite their clients best interest.

Based on a culture of transparent communication, our firm embraces trustworthiness, objective problem-solving, and compassion and admiration towards our clients. The company is dedicated to providing our clients a competent and responsive financial advisory firm based on:

Looking at our 30 years plus of experience, we’ve educated our clients, industry and the public about some of the misconceptions within financial services. As a result, we’ve served hundreds of clients and built long-term relationships. That’s why 90% of our business comes from referrals.

The commitment and founding principles of our founder, Brett Wilder, built today’s firm, and we’re here to help you achieve your wealth management goals and objectives. Our team celebrates those principles and your wealth, health and happiness.