A complete list of active advisors currently associated with Tao Financial

Warmer can help you find a great advisor at Tao Financial or one who fits your needs even better.

Tao Financial provides investment advisory and retirement-plan services to corporate plan sponsors, pension and profit‑sharing plans, and individual clients. Its offerings include plan‑level consulting and investment management as well as participant‑level advice and non‑investment support such as education and enrollment services. The firm serves in a fiduciary capacity and may act on a discretionary (ERISA §3(38)) or non‑discretionary (ERISA §3(21)) basis, delivering due diligence, investment policy statement drafting, QDIA selection, manager and recordkeeper assessments, and ongoing monitoring. Its investment work combines modern portfolio theory and a Core+Satellite approach with a mix of active and passive strategies, scenario analysis and portfolio stress testing, and attention to tax‑conscious options. What is noteworthy is the firm’s explicit focus on pension consulting and trustee education alongside routine plan services, including documented quarterly due‑diligence reporting and participant workshops—offerings less common among independent advisors of this size. The brochure also discloses that the firm’s principal holds advanced professional credentials (CFA and CFP) and maintains licensure to offer certain insurance products, with any related conflicts to be disclosed in advance.

To learn more about the advisors currently working at Tao 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
Jeffrey George	Orlando, FL	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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