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
Genuine ConnectionsTired 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.
Commitment to TransparencyAs 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.
We don't sell, we educateOur 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.
A high-touch firm taking care of all your wealth management needs
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.
We weave tax-savvy strategies into your financial & investment plans. Our team will help you make smart tax decisions, and also prepare & file your income tax returns.
We manage our clients’ investment portfolios using disciplined, unbiased strategies tailored specifically to their goals and needs.
Do you have enough insurance? Finding unbiased advice is not easy. We don’t sell insurance, so take comfort knowing our advice is genuine.
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 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 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.
Want to learn more? Read our Form CRS.
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.
Integrity is our cornerstone. It is the basis for the long-lasting relationships we seek to build with every client. All of our employees demonstrate intelligence, energy, empathy, and a passion for helping others. That’s just part of being a purpose-driven firm.
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!