facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Who We Are

Our Human Capital

We have over 70 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.

 FREE PORTFOLIO RISK ANALYSIS

Paul J. McCoy, CIMA® Photo Paul J. McCoy, CIMA® Hover Photo
Read Bio

Paul J. McCoy, CIMA®

President & CEO

Paul J. McCoy, CIMA®

President & CEO

Paul's investment career began more than 24 years ago when he opened one of the first offices in St Paul, Minnesota for Edward Jones.  During this time, he served in a number of leadership roles and had an active role in recruiting, training and mentoring financial advisors in the Minneapolis/St. Paul area. In addition, he served as Public Relations Specialist for local and national media. 

In 2001, Paul became a Regional Manager for Lord Abbett and was responsible for sales distribution to wirehouses, regional banks and independent broker-dealers throughout Minnesota, North Dakota, South Dakota and parts of Wisconsin. Paul consulted with Institutional clients, trusts, endowments, foundations and individual clients during this time.  His in-depth knowledge and experience give him a unique perspective on how investment firms manage money for clients. 

Paul is the founder of Total Wealth Advisors, LLC, which began in 2012. He founded the firm on a simple premise - to be a fee-only financial advisory firm where each client has their own unique goals and objectives, where financial planning, investment management, risk assessment, tax and estate planning all come together to create a Wealth Advisor for you and your family. 

Paul is an active member of the Investment Consultants Association (IMCA), an industry group that educates and lobbies for standardization of reporting, analysis, and ethics in investment management. 

Paul has a BS in Finance from Minnesota State University. He is also a holder of the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of the University of Pennsylvania. 





Suzanne McCoy Photo
Read Bio

Suzanne McCoy

Managing Director

Suzanne McCoy

Managing Director 

Suzy started her career in banking after college at the University of Montana and then the University of Minnesota. As a banker, she learned the financial system and worked with individuals, small business owners, trusts, and endowments.  

Several years into her banking career, Suzy became an Investment Consultant with the bank and worked on the institutional dealer desk and the fixed income desk where she gained extensive knowledge across all dimensions of the bond market. As an Investment Consultant, she applied this knowledge to her individual and institutional clients.

In 1994 she started as a Financial Consultant with RBC Wealth Management and became a Vice President in 1997. In 2007 she joined UBS Wealth Management as a Vice President where she continued working with individuals, small business owners and institutions on investment planning, financial planning, tax and estate planning. In 2012 she joined Total Wealth Advisors as a Managing Director to pursue her lifelong goal of working as an independent Registered Investment Advisor and providing a fiduciary standard of care to all of her clients.

Suzy has extensive experience in the special needs community doing planning for individuals and families. Her volunteer work with Courage Kenny Sports, Fraser, St Davids, Miracle League, NAMI Minnesota and her involvement with PACER, have provided invaluable knowledge in this area. Having a special needs child of her own gives her the passion for the future of all people with disabilities.


Tony Price, AIF® Photo Tony Price, AIF® Hover Photo
Read Bio

Tony Price, AIF®

Senior Wealth Advisor

Tony Price, AIF®

Senior Wealth Advisor 

Tony began his investment career with Piper Jaffray 22 years ago. While at Piper Jaffray, Tony held a variety positions where he became the Managing Director of Equity Trading and was the Head of Equity Trading in 2012. As the Head of Equity Trading, his responsibilities included, managing equity risk, monitoring and managing capital commitments, and monitoring equity trader's profit and loss statements, all while helping sophisticated investors make investment decisions and navigating institutional trading desks.  Through this experience, he has gained a keen understanding of the financial markets and the nuances on institutional trading.  

As a Senior Wealth Advisor, Tony uses his past experience along with his education to help guide individual investors, families and small business owners through retirement planning, financial planning, tax planning, and estate planning. 

Tony continues to volunteer in the community by coaching youth sports, specifically Little League baseball. Tony is married with two children and resides in Shoreview. He has his B.A. in Economics from the University of Minnesota.