About Company

Total Wealth Planning is a fee-only, fiduciary financial planning firm based in Cincinnati, OH and Carmel, IN that delivers holistic wealth management and comprehensive life planning services. Total Wealth Planning provides financial planning, investment management, retirement and tax planning, business planning, estate and insurance planning, virtual services, and secure client tools, serving corporate executives, families, pre-retirees/retirees, business owners and the emerging affluent. The company emphasizes a team of Certified Financial Planners® with over 35 years of experience, a holistic approach that puts a date on financial goals and integrates tax and retirement decisions, and resources such as market outlooks, calculators, a video library and secure portals to help clients make informed, long-term financial decisions.

Service Category

Area Served

Project Photos 

Reviews