Total Wealth Planning's new owners
Current ownership of TWP firm, including recently announced Joel Musser and Jon Andre.
CINCINNATI - August 8, 2022 - (Newswire.com)
Total Wealth Planning, LLC (the "Firm") is pleased to announce the appointment of its newest shareholders, Jon Andre, CFP®, and Joel Musser, CFP®. As an independent, Fee-Only wealth advisory firm, this announcement underscores Total Wealth Planning's commitment to retain and reward its executive staff and develop the next generation of leaders to serve clients and their families for years to come.
In his role as Investment Portfolio Manager at Total Wealth Planning, Jon Andre aligns clients' investment goals with the Firm's investment committee recommendations. He brings specialized expertise in complex executive compensation and equity compensation programs, non-qualified employee stock options, incentive stock options, and restricted and performance-based equity grants.
As a Wealth Advisor at Total Wealth Planning, Joel Musser has long been recognized by the Firm's staff and his clients for his personal values and accountability. Joel's focus is on guiding clients on complex financial decisions that can impact their lifestyle and their family's financial future. He brings deep expertise in retirement planning, insurance planning, estate transitioning, and taxation analysis.
"Jon's and Joel's devotion to helping clients gain confidence and control of their finances is what makes them such a compelling addition to our leadership team," said Rob Siegmann, Principal and Chief Executive Officer.
David Wilder, Principal and Chief Investment Officer, states, "Jon and Joel share our Firm's vision. Their tireless efforts and influence on our client experience has made us an even stronger organization." Rob Lemmons, Principal and Director of Financial Planning, further states, "We choose our partners carefully based on their integrity and the impact they have on our team and in the community. We know Jon and Joel will bring the same sound decision making they have always brought to clients to their leadership roles."
Jon earned his B.S., Business Administration degree in Finance from Xavier University. Joel earned his B.A. degree in Economics from Hillsdale College and has been quoted in a number of financial industry publications, including Yahoo Finance and the Business Courier. Jon and Joel are both members of the National Association of Personal Financial Advisors (NAPFA), which is considered the industry standard for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards.
Jon's and Joel's Shareholder appointments at Total Wealth Planning are effective at the start of the year where they are based in the Firm's Cincinnati, OH, office.
About Total Wealth Planning, LLC
Founded in 1989, Total Wealth Planning, LLC is an independent, Fee-Only registered investment adviser with the U.S. Securities & Exchange Commission ("SEC") with offices in Cincinnati (Blue Ash), OH, and Carmel, IN. As of 7/31/2022, Total Wealth Planning serves 624 client families across the United States, representing approximately $885 million of trust assets under management.
Related Files
why clients love TWP 2022.pdf
Press Release Service by Newswire.com
Original Source: Total Wealth Planning, LLC Announces Jon Andre, CFP®, and Joel Musser, CFP®, as Shareholders
