Over the past sixteen years, Taylor has helped business owners, entrepreneurs, and families clarify their goals and build the financial systems needed to achieve them. His goals-based planning approach integrates personal wealth, business strategy, and long-term value creation, giving clients a clear path through complex decisions. Taylor’s work is rooted in the belief that every client has a unique vision for their future, and his tailored, disciplined approach helps turn that vision into an actionable plan in both their personal finances and their companies.
Taylor is the founder of Southern Capital and Southern Capital Business Consulting, two complementary firms that specialize in serving construction, engineering, and contractor industry business owners across the Southeast. His work spans personal financial planning, investment management, value acceleration, and exit strategy, giving clients a unified approach to both their personal wealth and their businesses. Taylor helps owners understand the true value of their companies, reduce owner dependency, build transferable and scalable operations, and align business strategy with long term personal financial goals. He holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations and brings deep experience advising owners through the start up, growth, and exit phases, including the complexities of multi entity and multi stakeholder environments.
Taylor lives in Vero Beach, Florida with his wife, Kylee, and their two children. Together they are active in the local community and support many charities and nonprofits through volunteer involvement and financial giving. When Taylor is not working, he enjoys being outside with his family, whether it is big game archery hunting, hiking in the mountains, golfing, or spending time at the beach. With years of personal athletic training and a lifelong passion for fitness, Taylor brings the same focus and discipline to his personal life that he brings to his work with clients, building systems, routines, and habits that support long-term freedom and performance.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
