A complete list of active advisors currently associated with Total Financial Management, LLC
Warmer can help you find a great advisor at Total Financial Management, LLC or one who fits your needs even better.
Total Financial Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans and businesses. The firm offers both discretionary and non‑discretionary portfolio management, standalone or bundled financial planning, and insurance consulting services. TFM typically constructs diversified portfolios that emphasize ETFs, individual stocks and bonds, and seeks tax efficiency through long‑term positioning while using fundamental, technical, charting and cyclical analysis; it documents strategies in Investment Policy Statements and may engage sub‑advisors for day‑to‑day management. The firm monitors accounts continuously, permits client‑specified investment restrictions, and will rebalance or trade shorter‑term when needed to meet cash, tax, or risk objectives. What distinguishes the firm from many peers is its combination of advisory services with an affiliated public accounting practice (the accounting practice consumes roughly half of the principal’s time) and an insurance‑consulting relationship with DPL Financial Partners and The Leaders Group. TFM also provides ERISA retirement‑plan fiduciary services (including ERISA 3(21)/3(38) investment oversight and benchmarking), a mix of capabilities that is less common among similarly sized supported adviser firms.
To learn more about the advisors currently working at Total Financial Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Poland, OH
| 9
| |
Poland, OH
| 0
|
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