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Total Wealth Planning

EST. AUM
$1,178,146,730

CONTACTS
4

CLIENT ACCOUNTS
2,989

Firm Details

Metro area Cincinnati
CRD Number 174434
Website twpteam.com
Client types

Overview

​Total Wealth Planning, established over 35 years ago, is a fee-only financial planning firm with offices in Cincinnati, Ohio, and Carmel, Indiana. The firm offers comprehensive services, including financial planning, investment management, retirement planning, tax planning, estate planning, and business planning, all tailored to address clients' unique financial goals and life circumstances. Their team comprises professionals with diverse credentials, such as Certified Financial Planners (CFP®), Certified Public Accountants (CPA), and Accredited Investment Fiduciaries (AIF®), ensuring a broad spectrum of expertise. Emphasizing a client-centric approach, Total Wealth Planning is committed to transparency, collaboration, and innovation, fostering long-term relationships built on trust and personalized financial guidance.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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