Total Wealth Planning

As an almost 30 year long employee and owner of Total Wealth Planning, I am so proud of how our team provides fee-only financial planning and low-cost investment management services to our clients. I am also so thankful that our founder, Brett Wilder, had the vision, before it was more widely known, to serve clients using the Fiduciary standard and to work with a smaller number of clients and provide breadth of services and personal relationships to exceed expectations. We enjoy working with great families who live in the northern suburbs of Cincinnati, such as West Chester, Blue Ash, Mason and Loveland. However, we have many clients who moved out of the area and stayed with us.

The 4 stars represents my dedication to the business to humbly say "while we are a great firm, we will diligently look for areas to improve the value and benefits we provide clients, our team, and our community. "