Total Wealth Planning, LLC is a fee-only Financial planner in Cincinnati, OH. Rob Siegmann is the principal and chief operating officer of the firm. He completed his Bachelor of Science and Business Administration and Master of Business Administration from Xavier University, focusing on finance. He holds a Series 65 licensed Investment Advisor Representative and is a National Association of Personal Financial Advisors (NAPFA) member. The Total Wealth Planning, LLC team provides a comprehensive view of your financial life and all the factors that go into life planning. Their investment management process is focused on helping you maintain financial stability, preventing mistakes, and accomplishing your investment objectives. They help you to determine how long to work and when to retire to continue your lifestyle. They strive to deliver an exceptional experience to clients with a proactive and thorough approach.
3 Best Financial Services in Cincinnati, OH
Expert recommended Top 3 Financial Services in Cincinnati, Ohio. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOTAL WEALTH PLANNING, LLC REVIEWS
My husband and I have had the pleasure of working with Holden and his team at Total Wealth Planning for the past few years, and we couldn't be more impressed and satisfied. Their expertise and dedication to helping us grow and achieve our financial goals have been evident from day one. Holden's personalized approach and insightful advice tailored specifically to our needs has made us feel confident and secure in our financial decisions. Not to mention, the team's professionalism, responsiveness, and attention to detail have also been excellent throughout our entire working relationship. We highly recommend Holden and the TWP team to anyone seeking top-notch financial guidance. Thank you, Holden and TWP.
TWP is the best! So happy I discovered them. I can't imagine being elsewhere. Their approach and methodology are solid. They keep an eye on your investments, social security and taxes. All inclusive! And they are a fiduciary looking out for your interests. No selling! Our contact is Joel. Extremely experienced, responsive and personable. Great advice on social security, taxes and monthly distributions. He even caught an error in one of my tax returns prior to working with TWP. A $10,000 error in my favor!! I am very confident with TWP even in turbulent times.
In the almost ten years we have been with Total Wealth Planning not only has their team grown, but so our confidence in them. They are a true TEAM effort in action. Though each may have their own expertise, they all work together to achieve our desires. We meet as often as we feel we need so they are able to keep us on track now and for the future. TWP is professional in every way and if they do not know the answer, they will find it for us. They are like family keeping our best interests in mind.
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HCM Wealth Advisors is one of the leading Financial planners in Cincinnati, OH. Laura Adams is the firm's client services manager and partner. She completed a Bachelor's Degree in Finance from Northern Kentucky University and an MBA from Thomas More College. The team at HCM Wealth Advisors also specializes in working with P&G retirees, alumni, and those taking a separation package. For over 25 years, they have offered professional portfolio management services utilizing technology, independent research, and the analytical skills of their investment team. They are a Cincinnati-based, fee-only, fiduciary Registered Investment Advisor providing comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well. Their wealth advisors will continue to update you as things progress and understand that things change.
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HCM WEALTH ADVISORS REVIEWS
We have been there probably more than 25 years. They have continued to give us the best help, protection, in all areas...they have a great team. Office, phone, email - available.
HCM Wealth Advisors are excellent at what they do. Would highly recommend them.
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OJM Group is an independent Financial consultant in Cincinnati, OH. Jason M. O'Dell is the firm's managing partner. He has worked for over 25 years, helping wealthy clients, such as doctors and other professionals, with their money. He knows a lot about finance, investments, and insurance. At OJM group, they help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Their team members provide the client-focused, comprehensive, multidisciplinary approach that they believe has come to define OJM Group. Their Vision is to provide evolving, well-coordinated wealth management services tailored to your unique needs. They will be your advocate as they work with you to develop, implement, and maintain a dynamic plan with the flexibility to adapt to changes in your career, family life, and retirement goals.
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OJM GROUP REVIEWS
I have been working with the OJM group for several years now. I find their team to be very professional. They are experts in their respective fields and provide a team approach to wealth management, insurance coverage, as well as asset protection. When I have any questions or concerns they are open and approachable. They find time each year to travel for an in person meeting to review our entire portfolio. They look out for the bottom line and often recommend products with less fees. I rest easy every night knowing OJM has helped me to protect my family and plan for retirement. I highly recommend them to others and have referred several of my friends. Derek
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.
The OJM group is fantastic! Excellent company with talented and knowledgeable staff who are expert in their fields. The recommendations they provide easily pays for the fee. Great experience.
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