Passion breeds excellence
Taylor Hoffman is a purpose-driven wealth and capital management firm that genuinely cares about people. Our financial advisors believe in fostering long-term relationships based on trust and transparency. As a fiduciary, our fee-only financial planning and investment management services mean we put your interests first. We take a highly personalized, relationship-oriented approach to empower families to become, and remain, financially independent.
We’re not your average financial advisors. As fiduciaries, we don’t push investment products; rather, we offer transparent advice centered on a financial plan made just for you. Our fee-only wealth management services help put you in control of your financial future.
Invest alongside Taylor Hoffman and its employees in one of our private funds or separately managed accounts. Our team is on a mission to identify and invest in great businesses based on our data-driven, rules-based investment process.
Founding Principles
Social CapitalWe endeavor to treat others the way we would want to be treated. Transparency and openness is our stated policy.
Intellectual CapitalJust like investments, knowledge compounds over time. Our professionals enjoy learning and proactively seek to broaden their intellectual horizons.
Financial CapitalProfits are the reward of creating value for clients. Our culture of giving back to the community will be funded by company profits.
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We blend human capital with innovative technology
Transparency with clients means offering them oversight. Whether from the comfort of their home or on-the-go, our clients can view all account activity conveniently from their desktop computer, tablet, or smartphone. Technology has positively impacted nearly every aspect of our lives. It’s time it did the same for your investment portfolio.
That’s just one part of what it means to be modern-day financial advisors.
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