Our founder, Jerry Taylor (known by many of us simply as "Dad") started in the industry over 30 years ago with the intent to help families navigate financial uncertainties. Today, our staff is 75% family. Because of this, we approach your family's finances the same way we approach our own.
Our approachable investment management specialists combine their knowledge
with rigorous research aims to keep your investment portfolio healthy for years to come.
We understand that every family’s day-to-day needs are different. Whether you have kids in college or traveling to see grand-kids, everyone’s needs are different.
When we lay out explicit goals for your future, we can help you see the impact on decisions today for the future goals.
As you think about your lasting fimpact, what do you want to leave your kids, church, or organizations?
We see the J Taylor family as an extension of your family – helping you to decide how to appropriately plan for your (and your children’s’) futures. Our goals and expertise are bigger than just picking stocks. We paint a full financial picture for your family, planning out where you are, where you want to be, and what steps it takes to get there, so you can have the confidence in your family’s financial future. We invite your entire family to meet ours.
