As a fiduciary, fee-only, Registered Investment Advisory Firm, we offer objective advice, not products.
We have a solutions-oriented approach for client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients and edge in an increasingly complex world.
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, ours is to focus on your total financial well being.
At Total Wealth Advisors we work with individuals, families, small business owners, and foundations to provide financial planning and investment management strategies that include the following:
- Asset Allocation
- Estate & Tax Planning
- Retirement Planning
- Risk Management
- Special Needs Planning
- 401k Plans
- Simple IRA's
- Defined Benefit Plans
- College Savings
- Financial Planning