A Refreshing Approach to Wealth Management Services
We provide comprehensive financial guidance designed with our clients at the forefront of everything we do.
Our Fee Structure is Designed with You in Mind.
Everyone likes a win-win scenario. We offer multiple fee structures and let you choose the option that's best for you.
Tao Financial provides an institutional approach to personal wealth management and financial planning for business owners, executives, and individuals.
An Institutional Approach
Tao Financial provides fiduciary wealth management services and retirement planning for business owners, executives, and employees. Our team has managed billions of dollars in institutional investments and we now utilize those same disciplines for our valued clients.
It is our goal to foster growth in clients, employees, and services by implementing a sustainable and manageable growth strategy. Our services include investment management, financial planning for business owners and individuals, investment consulting for group retirement plans and executive deferred compensation programs, exit planning, and financial education services.
What makes Tao Financial Different?
- Entrepreneurism is necessary for widespread upward mobility and economic growth in America to continue.
- Financial literacy is a necessity for every individual, but especially for business owners. Growth in small businesses supports growth in our communities.
- People drive culture, and culture drives profits. Treat all people with respect and dignity. Intangible value is critical in today’s competitive landscape and should be nurtured and protected.
- Always create more value for clients than we receive in exchange.
- There are many measures of success – our job is to identify which measures are most important to our clients and support their pursuit of them.
- Financial planning should be available to clients when they need it, not only at the onset of a relationship.
“Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make.”
What makes us different?
About Tao Financial
Tao Financial provides fiduciary wealth management services and financial planning for business owners, high net worth individuals, and employees. Our team has managed billions of dollars in institutional investments, and we now utilize those same investing disciplines for our valued clients.
We take our fiduciary role seriously – not only do we employ a thoughtful, client-centric approach to managing your investments, we also actively monitor and work to minimize other costs of investing such as taxes, transaction fees, and custodial fees. We believe that fee transparency is a critical component of all high-quality advisory relationships – because of this, we are not affiliated with a broker-dealer and do not collect commissions on the sale of securities. The only compensation we receive is from you, our clients, and our only focus is on your success.
Our investment-related services include investment management for individuals, employee group savings & retirement plans, pension plans, and executive deferred compensation programs. Our financial planning services include personal financial planning, small-business financial planning, exit or transition planning for business owners, and financial wellness education.