A complete list of active advisors currently associated with Taurus Financial Planning

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

Taurus Financial Planning provides fee‑only financial planning and investment advisory services to individuals and high‑net‑worth clients, with a particular focus on employees of large publicly listed companies. The firm offers comprehensive planning and ongoing wealth‑management support addressing cash flow, employer benefit optimization, deferred compensation, and equity‑based compensation issues. The firm’s investment philosophy is long‑term and primarily passive, emphasizing broad asset allocation implemented with low‑cost index mutual funds and ETFs rather than stock‑picking or market timing. Planning work is goal‑based and may include retirement projections, Monte Carlo analysis, tax‑aware recommendations, and periodic rebalancing to keep portfolios aligned with stated risk tolerances. Statistically uncommon for independent advisers, Taurus has introduced a flat‑fee subscription model for ongoing financial planning and a bundled comprehensive option that includes investment management, providing an alternative to traditional percentage‑of‑AUM billing while allowing legacy clients to remain on or transition from the AUM model. The firm is a solo practice with a small client base and modest assets under management and emphasizes specialized planning for clients with equity compensation and non‑qualified deferred compensation arrangements.

To learn more about the advisors currently working at Taurus Financial Planning, 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.