Total Wealth Planning, LLC Email Format

Financial ServicesOhio, United States2-10 Employees

Total Wealth Planning, LLC is a Cincinnati, Ohio-based financial services firm that pursues a holistic view of clients' finances, integrating investment management with tax planning, career considerations, family needs, retirement, and healthcare into broader life planning. The firm serves individuals and households seeking assistance with personal decisions and long-term financial security.

According to its SEC registration, the team comprises 19 professionals serving about 743 client households with roughly $1.2 billion in assets under management as of December 31, 2024. The organization expanded by adding a second office in Carmel, Indiana, through the acquisition of Charles Liles and Associates and by aligning with Howell Financial Advisors. In 2025, Carson Group announced the acquisition of the firm.

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