A complete list of active advisors currently associated with Hartmann Taylor Wealth Management, LLC

Warmer can help you find a great advisor at Hartmann Taylor Wealth Management, LLC or one who fits your needs even better.

Hartmann Taylor Wealth Management provides asset management, financial planning, and tailored family office services to individual and high‑net‑worth clients. Like many peers, the firm typically charges negotiable percentage‑of‑AUM advisory fees and manages custodial accounts on a discretionary basis. The firm reports approximately $254.6 million in discretionary assets and follows a long‑term investment approach informed by Modern Portfolio Theory, documenting risk tolerance in an investment policy statement. It offers both modular and comprehensive planning, coordinates with clients’ other advisors, and permits client‑imposed investment restrictions when feasible. Distinctive for a firm of its size, Hartmann Taylor operates with a single designated advisor while providing multi‑office coverage and specialized family office engagements that can include dedicated staff and proactive financial coordination under separate consulting agreements. The firm discloses custody features such as bill‑paying, standing letters of authorization for transfers, and access for certain acquired clients, and it reported a cybersecurity incident in April 2025 that led to remediation and enhanced security protocols.

To learn more about the advisors currently working at Hartmann Taylor Wealth Management, LLC, 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.