Total Wealth Planning, LLC Email Format

Financial ServicesOhio, United States2-10 Employees

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.

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