Wealth Management

Redefined.

Goals can change as you enter new seasons of life. A custom-tailored financial plan lays the foundation for the future, and also remains agile for any curveballs life throws your way.

A different approach to wealth management
fiduciary advisorsGenuine Connections

Tired of feeling like you’re just a number? At Taylor Hoffman, instead of overloading each advisor with hundreds of clients, we focus on cultivating genuine relationships. No call centers, no 1-800 numbers. Our clients are part of the Taylor Hoffman family.

transparent advisorsCommitment to Transparency

As fiduciaries, we’re legally bound to work for your best interests alone. We take this duty so seriously we invest our own money in the same ideas we recommend to clients. Transparency also applies to how we’re paid: no hidden fees. Ever.

financial educationWe don't sell, we educate

Our fee-only service model means Taylor Hoffman advisors are not paid commissions to sell investment products. So when we make a recommendation, be confident we’re not just going after a commission. Take comfort in our no pressure approach.

Helping families build their financial future.
WEALTH MANAGEMENT SERVICES
A high-touch firm taking care of all your wealth management needs
Financial Planning

Is your retirement on track? If not, what can you do to get there? Our in-depth financial planning process answers these questions and more.

Tax & Estate Planning

Don’t just grow your wealth, protect it. Tax-savvy financial strategies and a formal estate plan are two lines of defense to safeguard your nest egg.

Investment Management

We manage our clients’ investment portfolios using disciplined, unbiased strategies tailored specifically to their goals and needs.

Insurance Analysis

Do you have enough insurance? Finding unbiased advice is not easy. We don’t sell insurance, so take comfort knowing our advice is genuine.

401(k) Rollovers

Let your retirement savings work for you. We can help you navigate the process of rolling a 401(k) to an IRA upon retirement or changing jobs.

Education Savings

Education is the gift that keeps on giving. We help clients devise savings strategies to provide the gift of higher education for their loved ones.

Check out our downloadable resources!
Financial Planning
Are you on track?

Financial planning is an ongoing process. As your dedicated financial advisors, we will help you address the countless “what-ifs” that come with getting your financial house in order. When can I retire? Am I saving enough?  When should I start Social Security? These are but a few of the questions our unique, in-depth financial planning process can address.

Learn

Before we give advice, we need to learn about you, your financial situation, and your goals. You do the talking, we do the listening.

Analyze

Using years of experience, and state of the art technology, we analyze the numbers and compare them to what we know about you.

Action

Here’s where the real work begins. As part of our ongoing service, we team up to help you do all the things that can get, and keep, you on track.

Investment Management
Are your investments and financial plan on the same page?

We don’t believe in “one-size-fits-all” investing. Instead, our financial advisors use their decades of combined investment experience – on top of cutting-edge technology – to implement an investment strategy tailored exclusively to you and your needs.

As fee-only, fiduciary advisors it is our legal obligation to always put your interests ahead of our own. We are only compensated for the advice we give clients, not for selling investment products.

So ask yourself: are your investments in-sync with your short- and long-term goals? The answer may surprise you.

investment

A diversified, disciplined approach to investing – tailored to your needs

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About Us
Purpose-driven professionals who are always ready to help.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we seek to build with every client. Our employees demonstrate intelligence, energy, empathy, and a passion for helping others. That’s just part of being a purpose-driven firm.

About Us
Resources
The latest in market news and every-day financial tips.

Over time not only will your personal circumstances change, so too will the rules and best practices of how to manage your money. Stay “in-the-know” with our market updates and financial planning blogs. And be sure to check out our downloadable planning tools!

Resources