A complete list of active advisors currently associated with ProPath Financial
Warmer can help you find a great advisor at ProPath Financial or one who fits your needs even better.
ProPath Financial (Taylor Financial LLC) serves individual and high-net-worth clients with ongoing comprehensive financial planning and discretionary investment management, and also offers one-time financial plans and implementation support. The firm provides advisory services directly to clients and does not currently allocate client assets to third‑party asset managers. The firm’s investment approach is primarily passive, using index mutual funds and exchange‑traded funds to construct diversified portfolios consistent with Modern Portfolio Theory and client risk profiles. It also incorporates elements of fundamental and technical analysis when assessing investments and manages most client accounts on a discretionary basis. Compared with many solo independent advisers, the firm maintains periodic written communications with clients (including the annual brochure/summary of material changes and written or electronic planning reports) and offers educational seminars and speaking engagements on an as‑announced basis, sometimes provided pro‑bono. The firm also uses a third‑party reporting platform for performance reporting and relies on institutional custodian services to execute and custody client accounts.
To learn more about the advisors currently working at ProPath Financial, 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 |
|---|---|---|
Tempe, AZ
| 14
|
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