Financial Management Group, In

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Financial Management Group, In

Description: Since 1989, Total Wealth Planning has provided objective guidance to clients on their financial concerns, and provided solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives. We do this on an independent, fee-only basis and embrace the fiduciary standard, legally binding us to put client interests first. Our advisors listen to clients’ needs, then craft personalized plans to meet client’s most important lifetime goals. While many advisors limit their relationship to investment advice, our experienced team of professionals add value by coordinating planning services such as: retirement and college plans, tax planning and projections, insurance analysis, and estate and philanthropic guidance. Furthermore, we have ready access to a supplementary group of specialized and vetted professionals that include: accountants, attorneys, insurance agents, mortgage lenders, and others.

Location: United States
City: Cincinnati,
Address: 4665 Cornell Rd
Postal code: 45241

Legal form: Privately Held

Year of Funding: 1989

Nr of employees: 11-50 employees

Website:

Activities: Comprehensive Financial Planning, Investment Advisory, Executive Compensation, Small Business Owner

Industry: Financial Services


Financial Management Group, In Contacts

Name Position Experience Current position Contact informations
Benjamin Sullivan Portfolio Management Software Intern Yes unavailable
Dave Wilder, CFP, MST, CTFA, CEPA, AIF Principal & Chief Investment Officer Yes unavailable
Brett Edelblum Investment Analyst Yes unavailable
Simona Čierniková Business Manager Yes unavailable
Rob Lemmons Certified Financial Planner at Total Wealth Planning Yes unavailable
Kelly Boone Client Services at FMG Yes unavailable
Richard (Dick) Harris CFO / Controller Services Yes unavailable
Alan Robert White Director Yes unavailable
Jonathan Andre Investment Advisor Yes unavailable
Mona Broussard Administrative Assistant Yes unavailable

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