We are Trusted Advisors
We are trusted advisors that are fiduciaries, a position of special trust and confidence when working with a client. As fiduciaries, we are required to act with undivided loyalty to the client. This includes disclosure of how we are compensated and any corresponding conflicts of interest.
Our Core Values
Integrity
Being a fiduciary is the gold standard in our industry and it’s what sets us apart. We are bound to do what is in your financial best interest. We are proud to put you first.
Loyalty
Loyalty is earned through trust and transparency. Two qualities that go hand in hand with being a fee-only fiduciary.
Transparency
Transparent financial advising and investing should be the industry standard, which is why our advisors are fee-only and take the fiduciary oath.
Knowledge
In our industry, continuing education is imperative with constantly changing laws and regulations. We are lifelong learners and the experts you can trust.
Taylor & Company’s Philosophy
Our CPA firm’s philosophy is predicated on the belief that a properly executed tax plan includes timely and accurate tax preparation, clear communication and proactive tax and financial planning strategies that are consistent with the goals and objectives of our clients and should be monitored continuously by principals with the highest standards of integrity, experience and tax acumen.
Our Mission
We create financial peace of mind with service beyond expectations so you can focus on what truly matters to you.
Our Clients receive the total uninhibited involvement of our Principals. Because we individually manage and continuously monitor our client’s accounts, our clients are able to speak directly to the people managing their Financial and Investment Plan; creating a clear line of accountability. Unlike many investment management firms, Tom, Tim, and Craig are available around-the-clock, at the other end of the phone, by email, virtual meeting or in person.
Attention to detail, experience, trusting advisement…that’s why our parent company Chesapeake Financial Advisors was awarded the 2018 Baltimore Style Magazine Readers’ Choice Award and the 2019 & 2020 Expertise Award for Best Financial Advisors in Baltimore.
Our Vision
Our vision is for every client to achieve their goals and realize their dreams and to enhance their quality of life by providing them with financial peace of mind, all the while communicating effectively and educating every client on tax law changes, financial planning strategies, investment market conditions and portfolio investments.