What departments does Financial Management Group have?

Financial Management Group has employees across 5 departments including Information Technology, Finance, Support, Banking, Administrative.

What is the largest department at Financial Management Group?

The largest department at Financial Management Group is Information Technology with 2 employees.

Where are Financial Management Group employees located globally?

Financial Management Group has employees across 4 continents and 6 countries including Lithuania, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Australia.

How has Financial Management Group's team size changed over time?

Financial Management Group's team has grown from approximately 28 to 106 employees based on available data.

Financial Management Group Employee Directory

Financial ServicesOhio, United States51-200 Employees

Founded in 1989, Total Wealth Planning provides independent, fee-based financial guidance aimed at helping clients pursue long-term goals. The practice delivers holistic wealth planning for multi-generational families, business owners, and corporate executives, coordinating services such as retirement planning, college funding, tax projections, insurance analysis, estate planning, and philanthropic guidance. Advisors operate under a fiduciary standard, placing clients' interests ahead of any other considerations.

Based in Cincinnati, Ohio, the firm maintains a network of vetted professionals—including accountants, attorneys, insurance agents, and mortgage lenders—to support specialized needs. In 2025, the organization known as Twpteam was acquired by Carson Group, reflecting a strategic consolidation in the independent advisory space.

Financial Management Group Global Highlights

North America
36

United States Of America
35
Canada
1

Europe
2

Lithuania
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

South America
1

Paraguay
1

Financial Management Group's Leadership

G. S.
Managing Director
Mobile Phone
Email
D. A.
Information Technology Director
Mobile Phone
Email
J. A.
Investment Portfolio Manager
Mobile Phone
Email
K. R.
Wealth Manager
Mobile Phone
Email
D. W.
Information Technology Staff
Mobile Phone
Email
E. W.
Personal Support Worker
Mobile Phone
Email
K. M.
Inc
Mobile Phone
Email
M. B.
Fifth Third Bank Mortgage Processor
Mobile Phone
Email

Financial Management Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Community & Social Services
Consultant
Other
Finance

Contact profiles from Financial Management Group

Name

Title

Contact

Location

Last Update

G. S.
Managing Director
Mobile Phone
Email
Australia, Victoria
Sep 07, 2026
D. A.
Information Technology Director
Mobile Phone
Email
Oct 22, 2024
J. A.
Investment Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
K. R.
Wealth Manager
Mobile Phone
Email
Oct 16, 2024
D. W.
Information Technology Staff
Mobile Phone
Email
Feb 05, 2024
E. W.
Personal Support Worker
Mobile Phone
Email
Oct 21, 2024
K. M.
Inc
Mobile Phone
Email
Oct 24, 2024
M. B.
Fifth Third Bank Mortgage Processor
Mobile Phone
Email
Oct 21, 2024
R. H.
Executive Assistant
Mobile Phone
Email
Oct 17, 2024
V. S.
Regulatory Analyst For Comcast
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Financial Management Group known for?

Financial Management Group was founded in 1989 and operates in the Financial Services industry. Explore Financial Management Group's company overview page for more information.

What is Financial Management Group's most common email format?

Financial Management Group employees' email format typically follows the pattern of First@twpteam.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Management Group email formats with LeadIQ.

How many employees does Financial Management Group have currently?

Financial Management Group has approximately 80 employees as of July 2026. These team members are located across 4 continents, including North America, Europe and Oceania.

Who are Financial Management Group's key employees and leadership?

As of July 2026, Financial Management Group's key employees include:

Managing Director: G. S.
Information Technology Director: D. A.
Investment Portfolio Manager: J. A.
Wealth Manager: K. R.
Information Technology Staff: D. W.

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Financial Management Group Employee Directory

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