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

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

Taylor Wealth Management, LLC provides investment management, wealth management, and financial planning to individual clients, including high‑net‑worth households, across a relatively small client base with about $170.5 million in assets under management. The firm delivers portfolio management (discretionary or non‑discretionary), financial planning and consulting, and may recommend an affiliated accounting and tax services firm, Taylor Tax, for tax preparation or accounting under separate agreements. The firm’s investment approach combines fundamental security analysis with modern portfolio theory and behavioral finance considerations, building portfolios from mutual funds, ETFs, individual equities and fixed income, and recommending private placements for accredited investors when appropriate. TWM tailors allocations to clients’ tax situations, risk tolerances and goals, and the majority of its assets are managed on a non‑discretionary basis (about $159.9M non‑discretionary vs. $10.6M discretionary as of December 31, 2025). Notable operational distinctions versus many peers include a fee model based on fixed annual fees or hourly charges rather than a percentage‑of‑AUM schedule, with quarterly invoicing rather than debiting fees from client custodial accounts. As a solo independent advisor, the firm maintains an institutional relationship with Altruist for custody and platform services (including software benefits) and may implement standing letters of authorization for third‑party disbursements, which creates limited custody considerations.

To learn more about the advisors currently working at 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.