Taylor provides high-impact financial advice to individuals, businesses, and families, grounded in a unique analytical foundation. He earned his BA in Economics and Geoscience from Denison University—a dual-disciplinary background that allows him to view financial markets through a lens of both systemic complexity and long-term sustainability.
As a CERTIFIED FINANCIAL PLANNER® Professional and Certified Exit Planning Advisor®, Taylor specializes in guiding business owners through every stage of growth, focusing on building valuable, transferable businesses. His mission is to instill confidence, peace of mind, and clarity in his clients’ lives. Taylor believes that when clients are free from financial worries, they can dedicate their time and energy to the people and passions that bring them joy.
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.
