Your Objective.
Our Passion.
Ready to discuss your portfolio?
Building financial futures
Passion breeds excellence.

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

Learn More
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.

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

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

Read More
We blend human capital with innovative technology

Technology has positively impacted nearly every aspect of our lives. It’s time it did the same for your portfolio. Transparency with clients means offering oversight. Our clients have access to all of our trade activity, so you’ll always know where your money is invested. You can view your account anytime, with the click of a button, 24/7.

Learn More
Ready to discuss your portfolio?

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 our community will be funded by these profits.

Client Resources
Did You Know? Naming a Beneficiary on Real Estate Holdings
We love to hear your input! The idea for this blog came directly from a...
Ace Your Investments
Four lessons from the pros to impact your portfolio. If you sampled the average conversation...
Why Should You Enroll in a 529 Plan?
It's 529 Day! Have you ever heard of 529 Day? Many have not. As higher...
Subscribe To Our Exclusive Newsletter:Financial News, Advice, and Retirement Tips