CFP®, CTFA, MST, CEPA, AIF®
Total Wealth Planning
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
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.
David Wilder is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Wilder is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
David Wilder is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
David Wilder is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
David Wilder is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact David Wilder
4665 Cornell Rd
Cincinnati, OH 45241
500 N Michigan Ave
Chicago, IL 60611
19 W Chicago Ave
Naperville, IL 60540