Rob Russell
Russell Total Wealth Management

Tel: (937) 320-4733
3174 Presidential Drive
Beavercreek, OH 45324
Russell Total Wealth Management | Financial Advisor in Beavercreek ,OH

About Russell Total Wealth Management

There's a difference between investing and total wealth management.

At Russell Total Wealth Management we help you integrate your tax, estate, and
investment strategy into one cohesive plan that is custom designed for you. Our
roots stretch back to 1972 when we focused primarily on tax strategies for
individual clients and businesses. Over the years, through technology and
innovation, we've been able to develop wealth management strategies to our
clients that were previously only available to institutional ("Smart Money")
investors.

Our goal, has been and always will be, to change clients for the better and drive
innovation through our trademarked processes. We host a weekly radio show on
WHIO "Total Wealth Radio", we've authored a best-selling book, our story has
been featured nationally on the BIO channel, and our advice has been featured in
over 60 countries around the world on CNBC, FOXBusiness, Forbes, Kiplinger,
and The Wall Street Journal.


General Information

Firm Start Year:   2003
No.of Employees:   10-19
States Licensed in:   OH
Number of Years with Current Firm:   15


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Long Term Care , Life


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Commissions , Based on Assets , Flat Fee
Fee % Based on Assets:   Tiered



Disclaimer

Rob Russell offers advisory services through Centum Capital Advisors, LLC. Russell Total Wealth Management offers Securities through Kalos Capital, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Kalos Management, Inc. 11525 Park Woods Circle, Alpharetta, GA 30005 (888) 356-1950. Russell Total Wealth Management is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

Rob Russell

Rob Russell


Robert (Rob) Russell is the President and co-founder of Russell Total Wealth Management. He lives to drive innovation in the investing world and absolutely loves to help clients create a plan that allows them to retire on "their terms." Rob is obsessive about creating a culture that his employees to be part of and a client experience second to none.

7 Interesting Facts About Rob:

Reagan, Robs youngest child, was named after President Ronald Reagan.

Rob cared for his grandparents, Alice and Walter, full-time after graduating high school before entering college at Wright State University.

Rob's life story and company roots have been featured on TV nationally on the BIO Channel.

Originally, Rob was going to school to become a radiologist, but ended up falling in love with business at Wright State University.

Rob loves to cook, enjoys wine, traveling with his family (especially to Disney and the Caribbean), and exercise&and hes trying to learn how to ride a unicycle.

After writing his best-selling book, Retirement Held Hostage, Rob was offered a contract with Forbes to write a financial column that challenges the status quo about retirement planning. His articles have been read by over 500,000 people.

Robs ideas and perspectives on the markets have appeared on CNBC and Fox Business which are televised in over 65 countries.

My Services


Financial Advice & Consulting

We coach clients to and through retirement. There's a large difference between making money and managing wealth. As a Total Wealth Management firm we focus on building a plan that is tax-efficient, risk- managed, and is designed to provide ever-lasting income in retirement. We work with estate planning attorney's to create/maintain a bullet-proof legacy plan and have an in-house tax planning firm.


Portfolio Management

We believe that every portfolio plan should be as unique as the individual it is designed for. No cookie cutter plans here! We believe in holistic planning that accounts for changing tax rates, volatile markets, and your dreams for the future.

My Team


Ron Russell

Ron Russell


CPA, PFS

Ron Russell is the quintessential entrepreneur. As the co-founder and leading executive of two highly successful financial services companies, Ron imparts value through his extensive experience in total wealth management, advanced tax planning, and corporate financial planning. Rons greatest strengths include wealth preservation, forensic analysis, and succession planning. 7 Interesting Facts About Ron: Ron has been a Certified Public Accountant for over 40 years. He has worked with th ...more

Curv Miller

Curv Miller


CRPC

Curvin (Curv) Miller, IV is the Senior Vice President of Russell Total Wealth Management and co-host of the top-rated radio show Total Wealth Radio on 95.7FM WHIO. Curv has been laser focused on knowing the ins and out of Federal Benefits to serve those who have worked at WPAFB and pursuing a high level of education on IRA planning through his membership in Ed Slott's Master Elite IRA Advisor Group since 2007. 7 Interesting Facts About Curv: Curv's oldest son is a fifth generation Curvin ...more

Zach Woodward

Zach Woodward


Zach Woodward, with extensive experience and knowledge, serves on the Wealth Management team as a personal wealth advisor. He graduated from Wright State University as a triple major, degrees in Financial Services, Investments, and Accounting. 7 Interesting Facts About Zach: Zach is married to Hayley, who he met in 2nd grade Sunday school. Zach loves to cook, spend time with family, be outside, and take fast- paced vacations. Zach planned to transfer to Ohio State to finish his degrees an ...more

Communities Served

Alpha Bellbrook
Bowersville Brookville
Casstown Catawba
Cedarville Christiansburg
Clayton Clifton
Conover Dayton
Englewood Enon
Farmersville Fletcher
Franklin Germantown
Harveysburg Jamestown
Jeffersonville Miamisburg
New Carlisle New Lebanon
North Hampton Phillipsburg
South Charleston South Vienna
Spring Valley Springboro
Springfield Tipp City
Troy Urbana
Vandalia Waynesville
West Milton Wilberforce
Xenia Yellow Springs
Oakwood

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 12:00 PM

Compensation Arrangements

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