We are building the world's
most impactful financial firm

+ 1
Families saved from wall street
+$ 1 M
managed on behalf of our clients
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Building Financial Futures

Taylor Hoffman is a purpose-driven investment management firm that cares about adding value to clients. We believe in fostering long-term relationships based on education, trust, and transparency. As a fiduciary, our fee-only financial planning and investment management services put YOUR interests first by eliminating conflicts of interest that are so prevalent with other advisory firms.

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Our Approach

Proprietary Investment Strategies

Stock investing is in our DNA. Clients receive a tailor-fit portfolio of individual stocks and low-cost ETFs that result in perfectly diversified portfolios. Our success is measured by how our client’s portfolios perform, not by selling expensive products.

Comprehensive Financial Planning

We are a one stop-shop for your financial needs. Our approach to financial planning is rooted in teamwork and leadership. Your advisor leads a team of dedicated experts that are ready to guide you through all life’s challenges.

A Lifetime of Education & Coaching

We are your financial coaches. We dedicate ourselves to educating our clients and their families. From expert content, to our annual investment conference, our mission is to make a difference in your life.

"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett – Legendary Investor

Browse our extensive library of educational content

We don't sell, We educate

Financial Planning Education

Our CFP® and CPA professionals are avid writers. Browse our extensive library of in-house content on financial planning, personal finance, retirement, and much more.
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Stock Market Commentary

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Leadership Education series

Leadership is one of our core values. Explore what makes a great leader and explore how it plays a role in the most successful companies in the world.
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You've got questions, we've got answers

Choosing the right financial advisor can be difficult. We get it! You shouldn’t settle for being treated like an account number, or feeling your goals are misunderstood. Above all, you want to make sure that your wealth is in the right hands. Let’s take the first step in building a relationship by addressing your biggest fears in working with us.

Great question! Just because we call Richmond home doesn’t mean all our clients do, too. Thanks to today’s technology and digital tools, we are conveniently able to serve clients who live both near and far. We serve clients all across the U.S.

Taylor Hoffman is proud to be a fee-only firm. This means we are compensated for investment management and financial planning advice, not via commissions for selling investment products or insurance. Our compensation comes in the form of an annual asset management fee based on the assets we manage for you, or an hourly fee for standalone financial planning services. The hourly fee for such services is $250 per hour, with a minimum fee of $1,000.

Our asset management fees are as follows:

  • Up to $500,000 | 1.25% Annual Fee
  • $500,001 – $20,000,000 | 1.00% Annual Fee
  • Over $20,000,000 | Negotiable
This fee will be prorated and billed on a quarterly basis, in advance, based on the market value of the Assets on the last day of the previous billing period (“Billing Period”) as valued by the custodian of your Assets. Account values over $500,000 will be billed as a cliff and immediately drop to 1% as long as they are above the $500,000 floor. 

We are proud of our employees’ educational and professional achievements! Designations our advisors have earned include the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, as well as the Certified Public Accountant (‘CPA’) certification. The CFP® designation is widely considered the most prominent certification as it relates to comprehensive financial planning.

Let's Talk

Our financial advisors are here to answer your questions and put you on track to financial independence.