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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

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.

College Savings

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

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.

Insurance Analysis

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

Tax & Estate Planning

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

Investment Management

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

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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.

Learn about Taylor Hoffman’s process.

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Wealth Management
Helping families build their financial future.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we build with our clients. We always seek to recruit and retain employees who demonstrate intelligence, integrity, energy, and passion. That’s just one component of being a purpose-driven firm.

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Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter approaches are often less effective. At Taylor Hoffman, we consider your risk tolerance, stage in life, and financial goals to assemble a diversified portfolio that will best fit your needs. Learn more about our process for selecting the right investments for you.

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