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.
“Effort and courage are not enough without purpose and direction.”
-John F. Kennedy
What We Believe
- Entrepreneurism is the beating heart of economic growth and upward mobility.
- Financial literacy is a necessity for everybody, but especially for business owners.
- Growth in small businesses supports growth in our communities.
- People drive a business’ culture, culture drives innovation, and innovation drives profits and competitive advantage.
- Treat all people with respect and dignity; support your team, and they will support you.
- Always create more value for clients than you 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.
Why We’re Here
About Tao Financial
With over a decade of experience working in some of the most highly-regarded areas of the financial services industry, our founder decided to use his knowledge and expertise to support businesses and individuals in the community. Tao Financial’s founder, Jeff George, recognized that business owners often need a more specialized form of comprehensive financial advice than traditional financial advisers offer. If business owners received proper financial guidance, more businesses would be open and fewer families would be experiencing financial hardship. Whether through a lack of background and education, a lack of interest, or restrictions placed on their activities by the firms who employ them, traditional financial advisers rarely offer business-owner clients a holistic, integrated view of how their personal and business lives interact.
Here at Tao Financial, we have the necessary knowledge, experience, willingness, and independence to help you find true financial clarity. We strive to educate our clients on their current financial situation and their full range of available options. We focus on where to invest profits and help build financially resilient companies that will survive periods of hardship. We consider every option available to us when building our clients’ wealth, when delaying or reducing their taxes through retirement plans, and when guiding them through each chapter of their personal and business’ lifecycle. We also take special care to engage with our clients’ other advisers to ensure they achieve the best outcome.
Tao Financial is the firm we wish our own families could have worked with when they were small business owners. In the true spirit of Gandhi’s timeless quote, we are “being the change we wish to see in the world” by raising the bar for the standards of financial advice provided to business owners and individuals.
“You must live in the present, launch yourself on every wave, find your eternity in each moment. Fools stand on their island of opportunities and look toward another land. There is no other land; there is no other life but this.”
-Henry David Thoreau
Advice for Everyone!
After many years of working with one of Orlando’s largest Registered Investment Advisors, a $30 billion firm focused exclusively on institutional clients, our founder, Jeff George, couldn’t help but ask “Why can’t my family and friends have access to this too?”
Once upon a time, this institutional-quality service level would have been too expensive to offer to those who are less affluent. Those days are gone. Technology is changing the investment management process allowing unprecedented access to customized, cost-effective, high-quality investment and financial advice for individual investors and those that couldn’t afford an institutional-quality level of service in the past. We structure our services and our fees in a way that meets the need of each client on their terms, while still helping them achieve their goals with a personal touch.