David Wilder| CFP®, CTFA, MST, CEPA, AIF®
Total Wealth Planning
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Small Business Planning
Our Other NAPFA Members
Chicago, IL 60611
Naperville, IL 60540
Cincinnati, OH 45241
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
David Wilder is a Cincinnati, OH Fee-Only Financial Planner serving clients on a world-wide basis. Total Wealth Planning specializes in providing objective financial planning, investment management, and business planning services to help clients grow and protect their assets through life's transitions. David Wilder is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
As Chief Investment Officer, Dave chairs the Investment Policy Committee which formulates the investment policies for the firm, and the strategic and tactical asset strategies for client portfolios. He leads and manages the investment management team, which is responsible for implementing on behalf of clients the policies and strategies formulated by the Investment Policy Committee. Dave is also primarily responsible for investment research, and preparing and communicating the firm’s Economic & Investment Outlook.
As Senior Advisor, Dave assumes primary responsibility for delivery of investment advice with extensive client contact and client-relationship management. He is a CERTIFIED FINANCIALPLANNER™, a Certified Trust and Financial Advisor (CTFA) and a Certified Exit Planning Advisor (CEPA) with over twenty years of professional investment management and financial planning experience. Prior to Joining Total Wealth Planning, he accumulated extensive professional experience with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor and facilitated the development of a managed account service.
His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He also serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized as a Five-Star Advisor through Paladin Registry, a 2008 Reuters Top Advisor, and selected by Bloomberg Business Week magazine as one of the 2011 Top 50 Most Experienced Advisors in the United States.
He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute.
We are passionate about providing the very best guidance possible for making certain our clients will achieve their lifetime goals and objectives and realize financial peace of mind. We are committed to serving in your best interest foremost as is required in a truly-pure fiduciary advisory relationship, which unfortunately is much too often not the case in the financial services industry.
Founded in 1989, Total Wealth Planning (formerly Financial Management Group) is a fee-only compensated wealth management firm, independently owned and operated by a team of trusted and uniquely experienced professionals. Each professional working with our clients is a multi-credentialed advisor with either a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and/ or an Advanced Degree. Combined, our advisors have over 100 years of experience working with clients.