Your Objective.
Our Passion.
Building financial futures
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.

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Wealth Management
Real connections based on transparency

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.

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Capital Management
Data-driven, principles based value investing

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.

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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.

Ready to discuss your family's financial plan?
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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