Your Objective.
Our Passion.
Ready to discuss your family's financial plan?
Building financial futures
Passion breeds excellence.

Taylor Hoffman is a purpose-driven wealth 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-based investment management and financial planning services mean we always put your interests first. Our highly personalized, relationship-oriented approach empowers families to become and remain financially independent.

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Our Approach
Real connections based on transparency.

We’re not your average financial advisors. As fee-based fiduciaries, we don’t push investment products. Instead, we offer transparent advice centered on a financial plan made just for you. Our wealth management approach puts 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 a long-term strategy that works for you. Our approach to investment management is to embrace change, while also staying true to a core set of 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 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 part of being modern-day financial advisors.

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modern-day financial advisors
Check out our free financial planning tools!

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. Our professionals enjoy learning and proactively seek to broaden their intellectual horizons.

Financial Capital

Profits 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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