Specialties
Tao Financial provides fiduciary wealth management services and financial planning for business owners, executives, high net worth individuals, and employees. Our team has advised on 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.