Paul McCoy, CIMA® AIF®
Founder, President and CCO
For more than 30 years, Paul McCoy has helped people navigate the complexities of investing, retirement and wealth.
His career has given him a unique perspective on the financial industry. Paul began with a national brokerage firm, where he held leadership roles and recruited, trained and mentored financial advisors. He later became a Regional Manager for a New York-based investment management firm, working with financial professionals, individual investors, business owners, trusts, endowments, foundations and institutional clients.
That experience gave Paul an inside view of how Wall Street creates, manages and distributes investment strategies. It also helped shape a simple belief: great wealth management should begin with the client—not the product.
In 2012, Paul founded Total Wealth Advisors to put that belief into practice.
Today, Paul works with individuals, families and business owners to bring clarity and coordination to their financial lives. Investment management, retirement planning, tax strategy, estate planning, risk management and business planning are brought together into one comprehensive wealth strategy.
Because markets change. Tax laws change. Businesses change. And life rarely follows a straight line.
Your financial strategy should be built to help you navigate all of it.
At Total Wealth Advisors, the goal isn’t simply to manage your money. It’s to provide the perspective, discipline and guidance that can help you remain grounded in what’s important, confident in your decisions and focused on where you’re going.
A steady hand. A clear direction. A strategy built around you.
Paul earned a Bachelor of Science in Finance from Minnesota State University and holds the Certified Investment Management Analyst® (CIMA®) certification. He is an active member of the Investments & Wealth Institute.
Areas of Expertise: Comprehensive Financial Planning · Investment Management · Retirement Planning · Business Owner Planning · Cash Balance Plans · 401(k) Plans · Equity Compensation Guidance