A complete list of active advisors currently associated with Build Wealth Partners

Warmer can help you find a great advisor at Build Wealth Partners or one who fits your needs even better.

Build Wealth Partners serves individuals, high-net-worth clients, and corporations or other businesses with a combined offering of wealth management, investment management, and financial planning alongside business consulting and project-based hourly services for business owners. Its service menu includes ongoing discretionary portfolio management, tax-aware financial planning, and business-focused consulting such as strategic analysis, cash-flow and profitability optimization, bookkeeping and payroll support. The firm delivers wealth management and business consulting as a single, unified engagement rather than as separate optional services and operates on a fee-only model with advisory fees determined primarily by a client’s business gross revenue instead of a percentage of assets. Investment implementation emphasizes asset allocation aligned with Modern Portfolio Theory, a mix of passive and active strategies, tax-loss harvesting where appropriate, and the option to incorporate socially responsible (ESG) investments per client preference. Distinctive features relative to many independent peers include actively working with corporate/institutional clients as well as individual investors, a multi‑principal ownership structure rather than a solo practitioner model, and an emphasis on integrated business operations support in addition to traditional investment advice. Operationally, the firm requires clients to use a single institutional custody platform and executes trades on an individual-account basis rather than aggregating block trades.

To learn more about the advisors currently working at Build Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Addison Taylor	Gilbert, AZ	5

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