OUR APPROACH

Presenting a different approach
to financial planning.

Prior to joining our team, many of our advisors had experience at big investment firms. We know how the larger shops treat their clients. At Taylor Hoffman, we present a different approach: a tailor-fit strategy for you and your family.

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WHAT SETS US APART

Genuine Connections

At some investment firms, it’s easy to feel like you’re just a number. Instead of overloading each advisor with hundreds of portfolios to manage, our approach allows our advisors to cultivate genuine, long-term relationships with each client.

Commitment to Transparency

As a fiduciary, we are legally bound to work for your best interest. In fact, we take this so seriously, our firm’s money is invested in the same ideas as our clients’ assets. Transparency also applies to how we’re paid: No “hidden” fees. Ever.

We don't sell, we educate

Our fee-based model means our advisors are not paid a commission on the sale of specific investments. When we present an investment, you can be confident we’re not just going after a commission. Take comfort in our no pressure approach.

Comprehensive Financial Planning
A full-service investment firm taking care of all of your wealth management needs.
Retirement Income Planning

When should you start taking Social Security? Which investments should you draw from first? We’re here to help.

401(k) Rollovers

Make sure your 401(k) is working for you. We will help you navigate the process of rolling over your 401(k) to a new plan.

Investment Management

Growing your nest egg requires a sound strategy, discipline, and patience. We offer impartial, non-biased solutions.

Tax & Estate Planning

As important as growing your wealth is protecting your wealth. Tax-efficiency should always be a consideration.

College Savings

From 529 plans to higher education planning, we’ll present savings strategies to safeguard your family’s future.

Insurance Analysis

Finding unbiased insurance advice is not easy. We don’t sell insurance, so you can trust that our advice is genuine.

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Passion & Commitment
Learn more about what we offer

Helping you grow and protect your nest egg. Effective wealth management requires patience, discipline, and a sound financial plan.

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We blend human capital, innovative technology, and proprietary research methods to identify sound investments for your portfolio.

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We empower families to become and remain financially independent through our highly personalized, relationship-based service.

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