Wealth Management

We are a one stop-shop for all of your financial needs. Our wealth management services are rooted in leadership, collaboration, and respect.

Investments

Taylor Hoffman is an investment-centered firm first and foremost. 

Decades of professional experience, an independent & unbiased thought-process, and cutting-edge technology will provide you with an investment strategy that is:

  • Customized to your needs and objectives
  • Tax-efficient
  • Low-cost
  • Focused on performance, not Wall Street quotas

Learn more about our investment strategies

Capital Management
what is a financial plan?

The stock market is a device for transferring money from the impatient to the patient.

- Warren Buffett

Financial Planning

Priorities change as you enter new seasons of life. Your Taylor Hoffman team will help you create a custom-tailored financial plan that lays the foundation for your future, and stays agile for any curveballs life throws your way.

  • Retirement projections
  • Cash flow & budgeting
  • Social Security and Medicare
  • Consolidating investment accounts
  • Education funding for the next generation
  • Tax planning and prep
  • Employer benefits review
  • Insurance analysis
  • Estate planning
  • ...and much more!

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Financial Education & Coaching

We only hire the best and brightest. Your personal advisory team is made up of CFP® professionals and CPAs who enjoy learning and improving their industry knowledge. 

Your Taylor Hoffman advisors will do more than just advise: they will be your personal educators and coaches to help you understand your finances throughout all stages of life. 

Discover more at the Learning Center
financial stress

An investment in knowledge pays the best interest.

- Benjamin Franklin

Why Taylor Hoffman?

You have thousands of options for financial advice. What makes Taylor Hoffman different?

Genuine Connections

No call centers or 1-800 numbers. Every client is served by a dedicated team of experts, including a:

  • CFP® professional
  • CPA
  • Client Service Coordinator

Commitment to Transparency

As a Registered Investment Advisor (‘RIA’), we are fiduciaries for our clients. This alone doesn’t make us special. We think being a fiduciary is just the first step. 

We take transparency to the next level. Open lines of communication, jargon-free dialogue, and cutting-edge technology give you total oversight over your money. 

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Education, Not Sales

You deserve to be treated like a real person, not a dollar sign or commission. 

Together, we will collaborate and build a game plan that puts you in charge of your financial future.

Frequently Asked Questions

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. 

Yes! As of Spring 2020 we are excited to offer tax preparation as an add-on service for wealth management clients. Offering in-house tax services is a natural extension of our mission to make clients’ financial lives as easy as possible.

The fee we charge for tax prep is as follows:

 

  • Basic return (Federal 1040 and Virginia return only) | $250
  • Rental property owners | starting at $500
  • Business owners | starting at $750
Please contact us to learn more about our add-on taxes services and whether our CPAs are able to assist.
 

Great question! 

Our clients’ accounts are held at Charles Schwab, one of the largest financial institutions in the world. We will open your account(s) at Charles Schwab, which we then manage on your behalf as your designated investment advisor.

We manage the following types of investment accounts:

  • Individual brokerage
  • Joint brokerage
  • Traditional IRAs
  • Roth IRAs
  • SEP / SIMPLE IRAs
  • Rollovers from employer plans like 401(k), 403(b), TSP, etc.
  • Inherited IRAs
  • Self-employed retirement accounts (Solo 401(k) and profit-sharing plans)
  • 529 College America accounts (through American Funds)
  • Trusts
  • Custodial accounts (UTMAs)
  • Donor Advised Funds

Awesome! The first step is to arrange a complimentary phone call or Zoom. For convenience, you can schedule your appointment online here.

You can also reach us at (804) 964-2500 or by email at resources@taylorhoffman.com.

We look forward to hearing from you!