Founded in 1989, Total Wealth Planning, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm based in Cincinnati, Ohio. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their mission is to help clients achieve their financial goals through a comprehensive and personalized approach that integrates all aspects of their financial lives, including investment management, retirement planning, estate planning, risk management, and tax strategies.

Founded in

United Kingdom