Who We Are
Our Human Capital
About
We have over 60 years Of Combined Investment Experience
In this challenging economy, you may be in a complex situation, have never received professional advice, or are just unhappy with the advice from your current financial advisor - It's not uncommon. Whether you have five thousand dollars or five million dollars, you have money questions. Many have told us that they want to be assisted with their finances but don't know where to begin.
At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, we focus on your Total Financial Well-Being.
What Makes Us Different
What You Can Expect From Working With Us
We do things a little differently, and we think you'll appreciate why.
Our Mission
Our mission is simple: help people make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance you can actually use
Our Vision
We want to be the kind of financial team people genuinely look forward to hearing from — the ones they recommend to friends and family without hesitation.
Our Core Values
Honesty, accessibility, and respect for your time drive everything we do. We'll always be upfront with you, keep things simple, and make sure our work together fits into your life — not the other way around.
Meet The Team
The People Behind the Plan
We'd love the chance to introduce ourselves. Get to know the team, how we got here, and why we love the work we do.
Paul McCoy, CIMA® AIF®
Founder, President and CCO
Suzanne McCoy
Co-owner and Managing Director
Get Started
Let's See If We're a Good Fit
No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.