A complete list of active advisors currently associated with TaxVet

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

TaxVet serves individuals, families, small trusts, small businesses, veterans, and active-duty servicemembers with financial planning, tax planning and preparation, investment analysis, and educational seminars. The firm provides wealth-management-style services through ongoing planning and tax-focused advice but does not take custody of client assets or exercise discretionary trading authority. The firm typically develops customized investment policies and asset-allocation recommendations and emphasizes a primarily passive investment approach while offering curated portfolio recommendations rather than active portfolio management. TaxVet operates on a fixed-fee model for planning, portfolio research, and tax services, encourages client self-implementation of trades, and supplements advice with seminars and third‑party planning tools. Noteworthy distinctions include the founder’s credentials as an Enrolled Agent and a Certified Military Financial Advisor™, the explicit offering of tax-preparation and IRS representation alongside financial planning, and an expressed focus on serving military clients. The firm also provides public and organizational seminars, subsidized access to the ProjectionLab planning platform, and does not act as a private fund adviser or accept performance-based or commission compensation.

To learn more about the advisors currently working at TaxVet, 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
Thien Nguyen	San Jose, CA	1

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