Your Objective.
Our Passion.
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Building financial futures
Passion breeds excellence.

Taylor Hoffman is a purpose-driven wealth management firm which genuinely cares about people. We believe in fostering long-term relationships based on trust and transparency. Our fee-based wealth management model means we always put your interests first. Through a highly personalized, relationship-based service, we empower families to become and remain financially independent.

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Our Approach
Real connections based on transparency.

As a fee-based fiduciary, we don’t push financial products. Instead, we offer transparent advice you can count on. Our client relationships start with a comprehensive financial plan that will put you in control of your financial future.

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Our Offering
A long-term investment strategy based on sound principles.

Prudent diversification into investment funds, stocks, bonds, and international assets helps create an investment strategy that works for you. We embrace new technology while staying true to core economic principles.

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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 using 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.

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Our Founding Principles

Social Capital

We endeavor to treat others the way we would want to be treated. Transparency and openness is our stated policy.

Intellectual Capital

Just like investments, knowledge compounds over time. We hire professionals who seek to broaden their intellectual horizon.

Financial Capital

Profits are the reward of creating value for our clients. Our culture of giving back to the community will be funded by company profits.

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