Tom Taylor (CPA/PFS)

Tom Taylor focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our firm is small enough to care and large enough to know what it takes to build and manage wealth efficiently. Our fee-only services include: investment management, financial planning and tax preparation and planning.

We do not have an investment asset minimum and we believe that integrating financial planning and tax planning with one advisor that knows your complete financial picture benefits you and saves you time and money!

Towson Bel Air Columbia MD Finanical Planner Financial Advisor CPA

Additional Information

There are three reasons clients choose me over other financial advisors.

  1. As a CPA and PFS (Personal Financial Specialist), I offer unique and integrated financial planning and tax advice.
  2. I provide advice on your timeframe.  Responding to emails and voicemails in a timely manner is a priority for me.
  3. I signed the fiduciary pledge and do not offer or sell products with commissions.

When I start a relationship with a new client the main reason clients seek my advice is because they want a trusted recommendation; someone not only to manage and watch their investments, but someone to bounce ideas off of as well.

Client's also find that as the owner of the firm and a CPA, they receive a level of attention and trust that may not be found elsewhere. Whether it's returning phone calls in a timely manner or replying to emails at all hours of the day, clients have come to rely on my availability. I integrate financial planning with tax planning and eliminate the need for two relationships. It's a partnership that works!

Towson Bel Air Columbia MD Finanical Planner Financial Advisor CPA

 

NAPFA Start Date

March 08, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8115 Maple Lawn Blvd Ste 350 Fulton, MD 20759-2683 Phone: (410) 823-5442 Fax: (410) 823-5443

Other Offices

5100 Buckeystown Pike Ste 250 Frederick, MD 21704-8344 Phone: (410) 823-5442
4445 Willard Avenue Chevy Chase, MD 20815 Phone: (410) 823-5442
401 Jefferson Ave Towson, MD 21286 Phone: (410) 823-5442 Fax: (410) 823-5443