As a member of our Financial Planning team, Joel takes a wide and long-term view of your financial life, so you feel more educated and empowered in the process. Through a dedication to transparency and checks and balances, Joel has been influential in keeping clients accountable to their financial goals since graduating from Hillsdale College in 2007. His focus is to bring you more confidence and a greater sense of control with your finances and personal decision making. Prior to joining Total Wealth Planning, he gained valuable experience working as a Private Banker with two national banks. Joel is driven by a passion for people and the ability to have a positive impact on their personal
Joel Musser
Wealth Advisor, Principal
Total Wealth Planning
United States, Ohio, Cincinnati
About Me
Profile Information
Wealth Advisor, Principal
Total Wealth Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Aug 7, 2024
More profiles to browse
Marc Wambaugh
Wealth Advisor
Dave Wilder
Principal & Chief Investment Officer
AW
Amelia West
Wealth Advisor
Jonathan Andre
Investment Portfolio Manager, Wealth Advisor & Portfolio Manager, Principal
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation