Taylor Financial is an independent Fee-Only financial planning and wealth management practice located in Wilmington, NC. Our primary focus is to provide competent and refreshingly unbiased advice as you navigate confidently through life's financial decisions. We help our clients in clarifying their goals and identifying appropriate strategies to reach those goals. Our investment management style focuses on what we can control (fees, taxes and investment risk). We understand that each client has a unique situation and deserves service and attention specific to their needs.
We are a financial fiduciary. The only special interest is you!
"The stock market is a device for transferring money from the impatient to the patient" - Warren Buffett
Taylor Financial upholds a fiduciary standard to always work in your best interest. It is a responsibility that we take seriously. And yes, it is in writing.
Taylor Financial is completely upfront and transparent about investment expenses. Compensation is based solely on the service that is provided directly to you. There are NO products sold.
Taylor Financial is not beholden to a financial institution that pushes products that try to produce the biggest commissions. We explore solutions that are the most appropriate for your unique situation.
Taylor Financial takes a goal-based approach to your unique financial situation. The focus is on helping you reach your goals taking on the least amount of risk that is necessary.
Ed Taylor is the Founder and President of Taylor Financial located in Wilmington, NC. Mr. Taylor is a Certified Financial Planner (CFP) professional and a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA).