David Wilder (CFP®, CTFA, MST)

David Wilder focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Total Wealth Planning is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. Since 1989, we have helped clients with their financial concerns, and provided solutions to reach their lifetime goals. Our approach combines comprehensive financial planning with investment advisory services in order to fulfill all your financial management needs. Our firm specializes in executive compensation planning and college planning for affluent families. We help executives with stock options, restrictive stock, deferred compensation, and other forms of executive compensation. Our college planning service is designed especially for affluent families that typically do not qualify for financial aid, and is unlike any other process utilized by financial professionals. Total Wealth Planning is a member of the Better Business Bureau serving Greater Cincinnati. Total Wealth Planning suggested minimum account balance: $300,000.

Additional Information

Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee.  He is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with over twenty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute.  He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service.  His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry.  He is also on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized on the Paladin Registry Honor Roll, a 2008 Reuters Top Advisor, and selected by Bloomberg Business Week magazine as one of the 2011 Top 50 Most Experienced Advisors in the United States.

 

NAPFA Start Date

January 21, 2004

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This Office

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