What is Total Wealth Planning?
Headquartered in Cincinnati, Total Wealth Planning operates as a nationally recognized, fee-only financial advisory firm. The organization distinguishes itself through a client-centric model that delivers comprehensive financial planning and sophisticated investment management tailored to the unique requirements of business owners, corporate executives, and retirees. Beyond individual wealth management, the firm has carved out a specialized niche in providing fiduciary retirement plan services to small and medium-sized enterprises. By maintaining a strict fiduciary standard, the company ensures that all investment recommendations are aligned exclusively with the best interests of its clients, a core tenet that has facilitated its growth within the competitive financial services landscape.
How much funding has Total Wealth Planning raised?
Total Wealth Planning has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Total Wealth Planning
PPP
Public-Private Partnership
What's next for Total Wealth Planning?
The infusion of capital from this late-stage funding round provides the necessary liquidity to scale operations and enhance the firm's service delivery infrastructure. As Total Wealth Planning looks toward the future, the strategic focus will likely center on expanding its footprint in the retirement plan services sector, a segment that remains a key growth driver for the business. By leveraging this investment, the firm is poised to deepen its technological capabilities and broaden its advisory team, ensuring that it continues to meet the complex needs of its high-net-worth clientele while maintaining the rigorous fiduciary standards that define its market reputation. The firm remains committed to its core mission of providing objective, fee-only guidance in an increasingly complex economic environment.
See full Total Wealth Planning company page
