Founded in 1989, Total Wealth Planning, LLC is an independent Registered Investment Advisor (RIA) that operates on a fee-only basis, acting as a fiduciary for its clients. The firm is dedicated to providing holistic financial planning and disciplined investment management to help individuals and families achieve their long-term financial goals. Their services encompass retirement planning, investment management, estate planning, tax planning, and risk management, all delivered through a personalized, client-centric approach.

Founded in

United States