Total Wealth Planning, LLC is a well-respected financial services firm in Cincinnati that operates on a fee-only basis. The firm offers institutional class investment management that follows a Nobel Prize-winning approach. Their certified financial planners work with you on a comprehensive view of your life, your objectives, and the secondary factors that go into life planning. They assess your financial situation and objectives by analyzing assets, liabilities, insurance, cash flow, income, taxes, and investments. Their team of wealth management professionals works closely with clients to provide advice in a relatable, down-to-earth manner. They take into account all aspects of a client's financial situation, including investment objectives, retirement goals, business interests, and other important considerations. Total Wealth Planning also provides advice on the most tax-efficient methods and practical ways to make money from retirement accounts. They strive to provide an exceptional client experience by being proactive and thorough in their approach. Contact them today to schedule an appointment.
3 Best Financial Services in Cincinnati, OH
Expert recommended Top 3 Financial Services in Cincinnati, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
TOTAL WEALTH PLANNING, LLC REVIEWS
I have been a TWP client for over 20 years and now, I am able to enjoy my retirement, in part, due to their outstanding guidance. I selected them and stayed with them all these years because they have demonstrated a high degree of integrity that is critical to me. As a result, I have trusted them with my entire portfolio and it has paid off tremendously. Throughout the market and life's ups and downs, they have helped me remain confident in our long term strategy. Even though their business has grown, which isn't a surprise, they have done an excellent job building their team to align and support that growth. I plan to continue working with TWP for the next 20+ years and highly recommend TWP to anyone looking for a wealth management firm.
It is always a pleasure to meet with Joel and Mel at TWP. They are so helpful. They are interested in us as people—not just an account. We feel like we are visiting with friends who happen to be helping us with financial planning. They are extremely knowledgeable in all aspects of the financial world which puts me at ease because I have very little knowledge of it. We have never had any worries about what our finances are doing even in our volatile times.
I was an operations intern at this fee-only financial planner last Winter. And I can say with confidence this team is awesome in the manner they serve clients with investment advice, retirement planning, and many other areas. In that time they treated me like a family member, and I was able to observe the great work they do with their clients. Clients were treated with great care and provided exceptional holistic financial planning. This really is a great place to work or to be a client of. I have nothing but great things to say about this team.
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OJM Group, LLC is a highly-regarded financial service provider situated in Cincinnati. They comprise a team of exceptional professionals with remarkable insight, knowledge, and expertise. The firm offers impartial guidance to its clients through a fee-based model that is transparent and client-focused. Their purpose is to alleviate your financial concerns and enhance your present and future well-being. They have helped more than 1500 physicians and business owners across the U.S. with the financial challenges they face as individuals, employees, and medical practice/business owners. Their team can present options for qualified and executive benefit plans that may reduce fees and increase wealth-building opportunities for owners and employees. OJM Group's team members employ a multidisciplinary approach, aiming to provide comprehensive and evolving wealth management services tailored to the specific needs of each client. In addition, they utilize a pension and endowment investment approach to manage their clients' portfolios. Reach out to them to schedule a free consultation. Call them today to schedule a free consultation.
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OJM GROUP, LLC REVIEWS
I have been a client of OJM group for several years, and have been extremely pleased with the services provided. Their investment management has been excellent. They take steps to thoroughly understand your goals, expectations, comfort level, and desires before designing an investment portfolio. Their fee structure allows for investing in some alternative investment options at a lower cost than through a traditional broker. Their investment strategy of using ETF's and mutual funds allows diversification, while targeting sectors that are likely to perform well. Their team evaluates your needs for investments, insurance, asset protection, tax strategies, retirement planning, etc. They are always responsive to your needs and questions, and always available. Communication is excellent, including quarterly conference calls to review and address your needs, questions, and concerns. I can recommend their services without reservation.
I met OJM Group during residency training. They have provide me excellent advice in all areas of insurance. They initially helped me with my individual disability insurance and established a great policy with excellent coverage and reasonable premiums. They continued to provided support on increasing my disability insurance over the years. As my insurance needs increased I have relied on OJM Group to implement life insurance and various other types of insurances. They are very professional and responsive.
I've been a client of OJM Group since 2010. Their expertise in areas that I know little about or have little time to research is greatly appreciated! Communication and accessibility are major advantages when compared to other management services that my colleagues use. They are very accessible when I need them and feel confident that I will be able to rely on them well past my life in retirement- once that happens.
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Truepoint Wealth Counsel, LLC is a pioneering fee-only firm that delivers wealth management and financial advisory services to its clients. They are nationally recognized for being truly independent and take pride in their legacy of independence, fiduciary responsibility, and high levels of client satisfaction. Truepoint's integrated teams execute comprehensive plans, while their advisors are readily available to answer questions and provide guidance on financial markets. Their estate planning team helps you explore the full range of potential opportunities a substantial estate can create, including wealth preservation across generations or the creation of a philanthropic legacy. They have expertise in baseline financial planning projections and scenario analysis, which allows them to offer personal service, a long-term perspective, integrated planning, and a disciplined investment process to their clients.
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TRUEPOINT WEALTH COUNSEL, LLC REVIEWS
Truepoint has taken great care of our pre-retirement and investment assets and set us up for long term success with appropriate risk levels, and advice on LTC insurance, wills and estate planning.
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