OUR APPROACH

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

Presenting a different approach
to wealth management
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 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 that we invest our firm’s own money in the same ideas we recommend to clients. Transparency also applies to how we’re paid: no “hidden” fees. Ever.

We don't sell, we educate

Our fee-based model means Taylor Hoffman advisors are not paid a commission to sell you investment products. When we make a recommendation, you can be confident we’re not just going after a sales commission. Take comfort in our no pressure approach.

See what sets us apart
Comprehensive Wealth Management
A full-service, fee-based firm taking care of all of your wealth management needs.
Retirement Planning

Is your retirement on track, and if not, how can you get there? Our in-depth planning can answer these questions (and more!).

Tax & Estate Planning

As important as growing your wealth is protecting your wealth. Tax-efficiency and proper estate planning are two lines of defense.

Investment Management

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

Insurance

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

401(k) Rollovers

Make sure your retirement savings are working for you. We can help you navigate the process of rolling over your 401(k) to an IRA.

College Savings

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

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Wealth Management
Helping families build their financial future.

New life stages can change your financial objectives. As priorities change, so too should your financial plan. Our comprehensive wealth management strategy applies sound principles, while remaining agile for the curveballs life throws your way.

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Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter investment strategies are often less effective. We take into consideration your life stage, risk tolerance, and overall financial goals to assemble a personally-tailored investment portfolio. Click below to learn more about our investment philosophy.

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