Ed Taylor is the Founder and President of Taylor Financial. Mr. Taylor started in the personal financial planning industry in 1998 and achieved the designation of CERTIFIED FINANCIAL PLANNER (CFP®) in 2003. He has worked closely with clients as they transition through different stages of their financial planning life. Mr. Taylor's reputation in the industry has been established by focusing on the individual needs of clients rather than providing generic advice. His first priority is helping you take care of yourself and your family. Mr. Taylor takes the time to learn in-depth about your personal situation, identify your goals, and understand your tolerance for risk. He passionately believes that long-term relationships that encourage open and honest communication have been the cornerstone of his successful career.
The CFP® designation is the benchmark for professional standards and ethics in the financial planning industry. Mr. Taylor has also been accepted into membership of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the nation's premier organization of Fee-Only advisors. Nationally, only 2% of practicing financial advisors have been accepted for membership in NAPFA.
Mt. Taylor is one of the few financial advisors in North Carolina permitted to offer Dimensional funds. This permission was granted through extensive scrutiny of Mr. Taylor's background, business model and investment philosophy. There is no obligation or compensation based on this relationship. Dimensional's approach to investing is based on the science of the markets not the noise in the markets.
Mr. Taylor holds both a BA (1986) and MA (1989) from North Carolina State University. His over 20 years of community involvement has included such activities as coaching his children's soccer teams, previously serving as the Treasurer on the Board of Directors of the Friends of Public Radio (WHQR) and participating in fund raising for Honor Flight.
Ed Taylor's fiduciary obligation is governed by:
Taylor Financial is an independent Fee-Only financial planning and Registered Investment Advisory (RIA) practice. The primary focus is to assist you in navigating confidently through life's financial decisions. You can expect to receive competent and refreshingly unbiased advice. There are NO products sold.
Financial Fiduciary - Taylor Financial upholds a fiduciary standard to always work in your best interest. It is a responsibility that is taken very seriously and yes...it will be put in writing. If your existing advisor won't put it in writing...you know the answer!
Fee-Only - Taylor Financial is completely up front and transparent about investment expenses. Compensation is based solely on the service that is provided directly to you.
Independent - Taylor Financial is not tied to a financial institution that pushes products that try to produce the biggest commissions. Solutions are found that are most appropriate for your unique situation. No two clients have the same investment portfolio.
Financial Planning and Investment Management - Taylor Financial takes a goal based approach to your unique financial situation. The focus is on helping you reach your goals taking on the least amount of risk that is necessary.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Ed Taylor is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ed Taylor is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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