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Total Wealth Planning, LLC

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Cincinnati, United States

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Financial plannerFinancial consultantInvestment companyInvestment serviceTax consultant· Financial planner· Financial consultant· Investment company· Investment service· Tax consultant

Total Wealth Planning, LLC Reviews | Rating 5 out of 5 stars (8 reviews)

Total Wealth Planning, LLC is located in Cincinnati, United States on 4665 Cornell Rd # 160. Total Wealth Planning, LLC is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment companyinvestment servicetax consultant in United States.

Address

4665 Cornell Rd # 160

Phone

+1 5139846696

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Hannah Purnell

I've had such a wonderful experience working with Rob Siegmann from Total Wealth Planning. His knowledge and understanding of financial markets is enormous. But what makes Rob a great partner is his ability to communicate in a thoughtful, conversational way that's easy for the layperson to understand. That makes all the difference for everyday people like me who are facing tough decisions. I have complete trust in the team at TWP, and I look forward to working with them for a very long time.

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Jung Hee

We are so great full for having a company like TOTAL WEALTH to be here in Cincinnati. They are very professional and very easy to talk to. My brother didn't know what to do with my parents inheritance and they helped him not only with his money but to a personal level. Through covid and all we have seen everyone in the company working so hard and make sure every question is answered. If you are looking for people who are good at what they do also cares about you, this is the place I'll recommend.

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Holden Varvel

As a member of the Total Wealth Planning team, I have a unique perspective and appreciation for the value we strive to provide each day. After joining the firm late last year, I was impressed by the culture and values demonstrated each day and not just words. It’s no surprise to see the firm being recognized for local Best Places to Work awards based on how well the 2nd generation and very active ownership treats the team. Our firm is considered a fee-only financial advisor and upholds the fiduciary standard by doing what is in the best interest of our clients, with no hidden agendas. Because of this, I can feel good about the work I do every day and feel proud to put my name next to Total Wealth Planning. It also helps knowing the behind the scenes work that goes into providing ongoing, comprehensive planning that considers our clients’ entire financial life, rather than one-off services or solutions. Personally, it also helps that I live close to our Blue Ash office so my commute is less than anything I’ve had in the past. I look forward to continuing to grow personally and professionally alongside this firm and this team.

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Mike K

Signed on with TWP because I have built a lot of trust with Joel over the past several years. Joel and his colleagues do not disappoint. They are more than investment advisors; they are comprehensive wealth management experts. The team is very responsive to questions, and we have learned so much from them, including tax strategies, retirement planning, and estate planning. We trust we are in great hands with TWP!

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Steve Perry

Rob and Holden were so helpful assisting in financial/long term care insurance transition needs for my mother-in-law after her husband’s recent passing. Although distant geographically from TWP, I will definitely consider them for my own financial planning/investment needs for the family in the future. We have confidence in you continuing to protect and grow the investments. Well done!

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Brian Sand

The team at TWP has been a trusted financial advisor for my family for years. We couldn’t be more happy or pleased with their services.

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Lorre Kaiser

Last year, after a poor experience with our previous advisor, we decided to give Total Wealth Planning a try. It has turned out to be an excellent choice! Dave Wilder and the TWP team are very knowledgeable with a broad array of experience. They are transparent with their fee structure and business model. Their client portal contains up-to-date information and resources. They take the time to fully explain and answer all questions. We feel secure in knowing that our money is being managed by capable hands!

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William E. Richardson

One of the best decisions my wife and I made upon my retirement was to go with Total Wealth Planning as our financial advisor. The staff is amazing, willing to spend as much time as necessary to explain recommendations. And their recommendations have been excellent, with first class results — for us personally, for our granddaughter’s college education, and for the charities we support as well.

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