Taylor Financial
Taylor Financial provides holistic financial advice and asset management for mid-career professionals.
- Company typePrivate
- Founded2018
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Taylor Financial does
Taylor Financial is an independent, founder-led wealth management and financial planning advisory firm founded in June 2018 by Adam Taylor in Tampa, Florida. The firm serves mid-career professionals, business owners, C-suite executives, individuals approaching retirement, and high-net-worth households, delivering an integrated advisory offering that spans insurance planning (life, disability income, long-term care, annuities), investment management, retirement and distribution planning, estate planning, tax strategies, and business planning services such as buy-sell agreements and key-person insurance. It executes this through a documented three-step process (Discovery, Plan Creation, Execute + Update) and supports clients with a Digital Vault and Monte Carlo-based retirement projections. The firm has scaled to 1,000+ clients served by a team of 15–18 staff and licensed advisors holding designations such as ChFC, CLU, CFP, RICP, AIF, and WMS.
The technology stack is entirely third-party rather than proprietary. Client-facing capabilities are delivered through the eMoney Client Portal for financial planning and account aggregation, plus Investor360 and Wealthscape for investment account access. Securities and investment advisory services are offered through registered representatives of MML Investors Services, LLC (Member SIPC), which functions as the firm's broker-dealer and RIA platform; Taylor Financial is explicitly not an affiliate of MML. The firm extends its capability set through strategic alliances with tax (Action Accounting), estate law (Chase Welt; Drummond Wehle LLP), property and casualty insurance (Seibert Insurance; Brightway Insurance), and mortgage (Vandyk Mortgage) partners.
The business model is a fee-based and commission-based advisory model combining ongoing investment advisory fees on assets held at MML/Wealthscape with insurance and annuity commissions from product placement. Go-to-market is direct and consultative, driven by licensed advisors booking personalized intro appointments via Calendly, a referral pipeline built through 50+ annual community event sponsorships, owned charity events such as Skeets & Geeks and Bourbon & Brains, and earned media placements including Forbes Top 100 Advisors in Florida (2024). Licensing spans 14 states for insurance and 8 states for securities.
Taylor Financial firmographics
Firmographics- Name
- Taylor Financial
- Legal name
- Taylor Financial Group
- Website
- https://taylorfinancial.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Taylor Financial provides holistic financial advice and asset management for mid-career professionals.
- Ownership category
- akta.pro rank
Taylor Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Taylor Financial is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Taylor Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Fee-based and/or commission-based wealth management and financial planning services offered through MML Investors Services, LLC, a registered investment adviser. Services include investment management, retirement planning, insurance planning, and estate planning coordination.
- Insurance Products: Life insurance, disability income insurance, long-term care insurance, and annuities sold through the firm, potentially earning commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Others | Annual | Financial planning and advisory services - custom plans tailored to individual needs |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Taylor Financial product offering
Product offeringCore offering
Taylor Financial is a privately held financial advisory firm that provides holistic, concierge-level wealth management and financial planning services. Through a multidisciplinary team of licensed advisors, the firm delivers integrated advisory across insurance planning, investment management, retirement income distribution, estate planning, tax strategy coordination, and business financial planning. Services are offered through a structured three-step process (Discovery, Plan Creation, Execute + Update) and supported by an eMoney-powered client portal for real-time financial aggregation.
Product overview
Taylor Financial is a financial advisory firm offering comprehensive wealth management services through a unified advisory model rather than a modular software platform. The core offering combines Insurance Planning (Life, Disability Income, Long-Term Care), Investment Planning (Stocks, Bonds, Mutual Funds, Annuities), Distribution Planning, Estate Planning, Tax Filing & Strategies, and Business Planning Services. These are delivered through a structured three-step process: Discovery, Plan Creation, and Execute + Update. The firm provides client access via the eMoney Client Portal platform, which integrates investment account access through Investor360 and Wealthscape platforms, enabling centralized viewing of net worth, investments, insurance, budgets, and spending. Additional planning tools include Monte Carlo Analysis for retirement projections and a Digital Vault for secure document storage. Services are complemented by strategic alliances in tax preparation, estate planning, and insurance.
Differentiator
Problem solved
Functional benefit
Brands
- Premium Finance Division: A sub practice of Taylor Financial offering premium finance services.
Products and services
- Wealth Management Services Comprehensive wealth management and financial planning services providing concierge-level advisory across insurance, investments, tax, estate planning, and retirement income. Targets business owners, executives approaching retirement, C-suite executives, and high net worth individuals.
- Insurance Planning Insurance planning services including Life Insurance, Disability Income Insurance, and Long-Term Care coverage for personal financial protection of individuals and families.
- Investment Planning
Quantifiable outcome
- Named to Seminole 100 for 6 consecutive years (2019-2024) as one of 100 fastest-growing FSU alumni-owned businesses
- +3 more outcomes
Companies that use Taylor Financial
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Taylor Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature2 records
Taylor Financial partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- Action Accounting (Jake Alexander)coreTax accounting services partner. Jake Alexander provides tax preparation and strategy services through Action Accounting USA. Listed as a Strategic Alliance on Taylor Financial's booking page, offering integrated tax planning alongside financial advisory services.
- Chase Welt (Estate Planning Attorney)coreEstate planning attorney partner providing legal services for wills, trusts, and estate administration. Listed as Strategic Alliance on Taylor Financial's booking page.
- Drummond Wehle LLP (L. Tyler Yonge)coreEstate and business planning attorney L. Tyler Yonge provides legal counsel for estate planning and business succession matters.
- Seibert Insurance Agency (Karyn S. Roeling)minorInsurance agency partnership for property and casualty and other insurance products outside Taylor Financial's primary offerings.
- Brightway Insurance - The Borgatti Agency (John Borgatti)minorInsurance agency partnership providing personal and commercial insurance solutions.
- Vandyk Mortgage (Shawn Miller)minorMortgage specialist partnership providing home financing services to clients.
- MML Investors Services, LLCcoreSecurities and investment advisory services offered through qualified representatives of MML Investors Services, LLC, Member SIPC. This is Taylor Financial's primary broker/dealer and investment advisory platform.
- eMoneycoreLeading wealth management and financial planning software platform providing client portal, account aggregation, net worth tracking, and financial planning tools.
- Investor360coreInvestment platform for client account access and management, available via web and mobile apps (iPhone and Android).
- Wealthscape (MassMutual)coreInvestment platform for client account access provided through MassMutual ecosystem, available via web and mobile apps.
- TF Premium Finance DivisionminorA sub practice of Taylor Financial specializing in premium finance services for insurance products.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Taylor Financial competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large, independent, financial-planning-led RIA serving HNW individuals, business owners, and executives with comprehensive wealth, tax, and estate planning — the most direct comparability to Taylor Financial's model, only at significantly greater scale.
- Mariner Wealth Advisors: Independent RIA providing holistic financial planning, investment management, tax, and estate services to HNW families and business owners. Direct overlap in target client, service offering, and concierge advisory model.
- Carson Group: Advisor-focused platform supporting independent financial advisors with coaching, technology, and back-office. Comparable in supporting comprehensive planning advisors, but operates at a vastly larger ecosystem scale.
- Hightower Advisors: National partnership of independent RIAs serving HNW clients with comprehensive wealth and business planning. Highly comparable client base and service scope, with Taylor Financial representing a potential future member or roll-up target.
- Mercer Advisors: National RIA specializing in holistic financial planning, investment management, tax, and estate services for HNW individuals and families. Direct service-line and persona overlap with Taylor Financial's planning-led approach.
Broad incumbents
- Focus Financial Partners: RIA consolidator and partnership platform for independent wealth management firms. Comparable as the type of acquirer/partner Taylor Financial could engage with for a recapitalization or exit, though it is an ecosystem player rather than a direct advisory competitor.
- Northwestern Mutual: Large integrated financial services firm where founder Adam Taylor trained for 7 years before launching Taylor Financial. Serves the same mid-career professional and HNW segments with insurance, investments, and planning; broader product breadth and brand but less concierge personalization.
- Charles Schwab Private Client: Large-scale wealth advisory arm of Schwab serving HNW investors with personalized planning and investment management. Targets the same HNW and approaching-retirement segments as Taylor Financial with a hybrid digital-plus-advisor model at much greater scale.
- Edward Jones: National financial advisory firm serving mass-affluent and HNW clients with planning, investments, and insurance. Highly comparable client demographics to Taylor Financial's mid-career professional focus, but distributed through a 19,000+ advisor national branch model.
Others
- MassMutual: Parent ecosystem of MML Investors Services, the broker-dealer through which Taylor Financial offers securities and advisory services. Not a competitor but a critical platform partner whose product, supervisory, and technology infrastructure (Wealthscape, Investor360) supports Taylor Financial's day-to-day operations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Taylor Financial social profiles
Digital presenceTaylor Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taylor Financial leadership team
Management profileNumber of profiles
Profiles9 records
Taylor Financial subsidiaries and ownership
Company hierarchySubsidiaries1 record
Taylor Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taylor Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taylor Financial
What does Taylor Financial do?
Taylor Financial is a privately held financial advisory firm that provides holistic, concierge-level wealth management and financial planning services. Through a multidisciplinary team of licensed advisors, the firm delivers integrated advisory across insurance planning, investment management, retirement income distribution, estate planning, tax strategy coordination, and business financial planning. Services are offered through a structured three-step process (Discovery, Plan Creation, Execute + Update) and supported by an eMoney-powered client portal for real-time financial aggregation.
Is Taylor Financial a public or private company?
Taylor Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Taylor Financial founded?
Taylor Financial was founded in 2018. It employs 11 to 50 people.
Where is Taylor Financial based?
Taylor Financial is headquartered in Tampa, United States, in the North America region.
How does Taylor Financial make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are insurance Products.
Who are Taylor Financial's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Group, Hightower Advisors and Mercer Advisors. Broad incumbents are Focus Financial Partners, Northwestern Mutual, Charles Schwab Private Client and Edward Jones. MassMutual is listed as an others.
Does Taylor Financial have an API?
No public API is recorded for Taylor Financial.
What industry is Taylor Financial in?
Taylor Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.