Total Wealth Planning

Since 1989, Total Wealth Planning has provided objective guidance to clients on their financial concerns, and provided solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives. 

We do this on an independent, fee-only basis and embrace the fiduciary standard, legally binding us to put client interests first. Our advisors
listen to clients’ needs, then craft personalized plans to meet client’s most important lifetime goals. 
While many advisors limit their relationship to investment advice, our experienced team of professionals add value by coordinating planning services such as:  retirement and college plans, tax planning and projections, insurance analysis, and estate and philanthropic guidance.  Furthermore, we have ready access to a supplementary group of specialized and vetted professionals that include: accountants, attorneys, insurance agents, mortgage lenders, and others.

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Advisors at this Office

Associates at this Office

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This Office

4665 Cornell Rd Ste 160 Blue Ash, OH 45241-2455 Phone: (513) 984-6696 Fax: (513) 984-9270

Primary Office

4665 Cornell Rd Ste 160 Blue Ash, OH 45241-2455 Phone: (513) 984-6696 Fax: (513) 984-9270