Call us today! 937-320-4733

info@totalwealthadvice.com

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3174 Presidential Drive
Beavercreek, OH 45324

Contact Our Team

How can we make your day better?

Find Us → Contact Our Team

Frequently Asked Questions and Who to Contact

  • Questions about account transfers/new accounts:
    Rachel Jones
  • Questions about your accounts:
    Rachel Jones
  • How do I log into my account/View my accounts:
    Rachel Jones
  • Questions about paperwork mailed to you:
    Rachel Jones or Logan Johnson
  • Change of address or beneficiaries:
    Zach Woodward
  • Money request:
    Rachel Jones or Logan Johnson
    (Checks are not issued from our office)
  • How long will it take to get money when I request it from my accounts:
    Roof Accounts: 7-10 days
    Foundation Accounts: 3-4 weeks
  • Questions about Events, Refer & Reward program, Newsletter:
    Erin Boice
  • Scheduling visits or conference calls:
    Allison Popadyn
  • Tax Forms:
    Your tax forms come direct from each company. You may receive them well into March of each year.
  • What to do about Proxy voting:
    You can tell them to stop calling you or you can vote over the phone. Usually we suggest voting with management, if different we would notify you.

Contact Our Team

rachel-brown
Rachel Jones
rachel@totalwealthadvice.com
Director of Operations/Client Operations Team Member

logan-brown
Logan Johnson
logan@totalwealthadvice.com
Client Operations Team Member

 

allison-green
Allison Popadyn
allison@totalwealthadvice.com
Director of First Impressions
Client Experience Team Member

erin-brown
Erin Boice
erin@totalwealthadvice.com
Director of Creative Engagement

 

zach-gold

Zach Woodward
zach@totalwealthadvice.com
Wealth Management Team Member