Taylor Barnes

It is never easy to make a meaningful change in life. It is these decisions, however, that have the greatest impact on our futures and lead us towards success. As a financial advisor, I get to know you, your goals, and your challenges. I will work to simplify the confusion that can surround the topic of financial planning. We will partner through life changes and navigate complex financial challenges; from risk management, portfolio inefficiencies, tax implications, and evaluating distribution plans for those entering retirement.

I enjoy working with individuals who share similar values of honesty, integrity, a love for family, and a desire to continually grow personally and professionally.

My practice is a judgment-free, empathetic safe space for some truly amazing families, individuals, and businesses as they build generational wealth and design a life they love.

If you want to take control of your financial future, I'd love to chat and see if my team and I can be a resource to you as you build the life of your dreams!