Bryan Taylor (CFP®)

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

  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Social Security Strategies

Tax Minimization During Retirement

Retiring Before Medicare Age

Traditional/Roth IRA Conversion Strategies During Retirement

Factor Investing Through ETFs

Dividend Income Investing

Retirement Income Planning


Additional Information

I started my financial planning career in 2013, working at a small advisory firm on the ground floor-- learning the basics of running a succesful financial advising business. At the same time I studied for and obtained my CFP certification.

In 2015 I joined the family business-- founded on the principles of providing objective fiduciary planning and asset management  within a fee-only structure. My passion is helping our clients achieve not only their financial goals, but their life goals as well.

When I'm away from the office, I enjoy playing golf, boating, and relaxing on the beach with my wife Laura and daughter Riley.

NAPFA Start Date

March 08, 2018


This Office

222 W Coleman Blvd Ste 104 Mt Pleasant, SC 29464-3591 Phone: (843) 901-7778