Brian Tegtmeyer, CFP®

I'm Brian Tegtmeyer, a flat fee financial advisor specializing in retirement income and tax planning for families with $1.5 to $3 million of investments. I help new retirees set up tax-efficient income plans so they can enjoy their retirement without fear of running out of money or overpaying in taxes.

I intentionally work with a small number of families to offer deep, personalized planning that aligns their wealth with their values and long-term goals.

Before founding Truly Prosper Financial Planning, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.

When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball. If you want a clear plan to reduce taxes, optimize income, and retire with purpose, let’s talk.