TOTAL FINANCIAL MANAGEMENT, LLC

Overview

Total Financial Management, LLC is an independent registered investment advisor organized as an LLC that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator and tilts its portfolios toward public equities, using exchange-traded holdings as the primary vehicle for client exposure. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, pension-related consulting and the selection of sub‑advisers when appropriate. Fee arrangements combine a percentage-of-assets model with hourly billing for planning or ad hoc work. The firm is not positioned as an ESG investor and reports a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices