What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
As stated in our registration with the SEC, our team of 19 professionals serve 743 client households with approximately $1.20 billion of assets under management as of December 31, 2024.
Furthermore, we are pleased to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN where we have also acquired Charles Liles and Associates.
Company Details
- Employees
- 24
- Founded
- -
- Address
- 4665 Cornell Rd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.twpteam.com
- Keywords
- Comprehensive Financial Planning, Small Business Owner, Investment Advisory, Executive Compensation.
- HQ
- Cincinnati, Ohio
Total Wealth Planning, Llc Questions
Total Wealth Planning, Llc's website is http://www.twpteam.com
Total Wealth Planning, Llc's LinkedIn profile is https://www.linkedin.com/company/twpteam
Total Wealth Planning, Llc has
24 employees.
View email and phone details for 24
employees at Total Wealth Planning, Llc.
Total Wealth Planning, Llc's industry is
Financial Services
Total Wealth Planning, Llc's top competitors are
Bartlett Wealth Management,
Truepoint Wealth Counsel,
Wealth Enhancement,
Constellation Wealth Advisors,
Wealthquest,
Johnson Investment Counsel,
Commas,
Thor Wealth Management,
Foster & Motley, Inc.,
Horan Wealth.
Total Wealth Planning, Llc's categories are Financial Services
Total Wealth Planning, Llc's founding year is 1989
