(407) 553-8138 info@tao-fi.com

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.

“The journey of a thousand miles begins with one step”

-Lao Tzu

Hours

Monday-Friday: 9am-6:30pm
Saturday & Sunday: Closed

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We’re committed to our clients and are here when you need us. Send a message using the form below or contacts us however is most convenient for you.

Tao Financial Inc. is an investment advisor registered and domiciled in Florida.