Total Wealth Planning

For over 30 years, Total Wealth Planning has served as a sounding board for personal and business decision making. What makes us distinct is we care about connecting with you and want to be more than just a financial planner. We cater to all aspects of your family and take on the factors pertaining to your finances, investment objectives, retirement goals, business interests and other important intentions. As a Fee-Only planning firm, we provide advice that is unbiased and focused on your best interest at all times, without product sales or commissions. The real benefit is having someone tell you the truth about where you are financially and arranging more than just the money aspects of your financial life.

Our Belief in You

We have faith in what you can accomplish. What this means is we challenge you in a way that makes you think differently about your life. You gain the ability to have a real conversation and be yourself while asking questions. Unlike other firms, we are willing to be crystal clear about where you are financially without fear of losing an account. To us, clients are not an account. -- you are more than your portfolio! To learn more, please watch our video at our website by clicking on this link (https://youtu.be/Cnyk5AdQWw8insert).

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Advisors at this Office

Associates at this Office

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Associates at Other Firm Offices

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This Office

4665 Cornell Rd Ste 160 Blue Ash, OH 45241-2455 Phone: (513) 984-6696 Fax: (866) 672-8251

Primary Office

4665 Cornell Rd Ste 160 Blue Ash, OH 45241-2455 Phone: (513) 984-6696 Fax: (866) 672-8251

Other Offices

11495 N Pennsylvania St Ste 235 Carmel, IN 46032-5611 Phone: (317) 877-8000 Fax: (866) 672-8251