Total Wealth Planning Email Formats

Financial Services • Blue Ash, Ohio, United States • 21-50 Employees

Total Wealth Planning Email Formats

Total Wealth Planning uses 3 email formats. The most common is {first name} (e.g., john@twpteam.com), used 45% of the time.

Format	Example	Percentage
{first name}	john@twpteam.com	45%
{first initial}	j@twpteam.com	35%
{first initial}{last name}	jdoe@twpteam.com	20%

Key Contact at Total Wealth Planning

Chris Allen

Director Of Financial Planning & Shareholder

Company overview

Headquarters	4665 Cornell Rd., Suite 160, Cincinnati, Ohio 45241, US
Phone number	+13178778000
Website	twpteam.com
NAICS	52
Keywords	Comprehensive Financial Planning, Executive Compensation, Investment Advisory, Small Business Owner
Founded	1989
Employees	21-50
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About Total Wealth Planning

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security. As stated in our registration with the SEC, our team of 19 professionals serve 743 client households with approximately $1.20 billion of assets under management as of December 31, 2024. Furthermore, we are pleased to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN where we have also acquired Charles Liles and Associates.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Total Wealth Planning has 15 employees across 4 departments.

Departments

Number of employees

Funding Data

Total Wealth Planning has never raised funding before.

Total Wealth Planning Tech Stack

Discover the technologies and tools that power Total Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Slick

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WP Rocket

Caching

Swiper

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jQuery UI

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

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Apache HTTP Server

Web servers

jQuery

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Google Ads

Advertising

PHP

Programming languages

Frequently asked questions

Total Wealth Planning is located in Blue Ash, Ohio, US.

You can reach Total Wealth Planning at +13178778000.

Total Wealth Planning was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Total Wealth Planning has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Total Wealth Planning

Chris Allen

Director Of Financial Planning & Shareholder

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