Taylor  Payne

Taylor Payne

| CFP®, CPA, PFS

Payne Wealth Partners, Inc.

(812) 602-6301

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Fee Only Financial Planner Located in Evansville, IN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients

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601 N Cross Pointe Blvd.
Evansville, IN 47715

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Taylor Payne is a Evansville, IN Fee-Only Financial Planner serving Evansville and all surrounding areas. Payne Wealth Partners, Inc. specializes in providing objective financial planning and wealth management to help clients build, manage, grow, and protect their assets through life's transitions. Taylor Payne is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Taylor's strong background in finance and his even stronger desire to help others came to a crossroads in 1989 when he started his own business, Payne Wealth Partners, with the expressed interest of assisting those with a high net worth to plan and invest their wealth appropriately.
 
A Columbia, Mo., native, Taylor graduated with a bachelor of science degree in business administration, with a major in accounting, from the University of Missouri in 1975. He worked at the CPA firm Deloitte and Touche in St. Louis and later as vice president of finance at Black Beauty Coal before making the life-changing decision to start his own business.
 
Taylor started the company by going down a very non-traditional route: Looking at planning and investing from a client’s perspective. He spent the early years trying to convince the marketplace that Payne Wealth Partners was worth hiring, that a true planning function along with an investment outlook was vital to the client. The hard work has paid off.
 
“The marketplace is more desirous now for the planning/investment service team to help them accomplish their goals,” Taylor said. “In the past, people hired me or Chad (Sander, vice president), but now they hire the full firm. They’re looking for a more complete solution.”
 
As investment manager of Payne Wealth Partners, Taylor works with a client to create and follow through on an investment policy that meets the client’s goals. He monitors specific areas of investment markets and relays information to the investment committee and helps determine strategic and tactical changes.
 
Taylor received his Certified Public Accountant certification in 1979 and his CERTIFIED FINANCIAL PLANNER™ designation in 1991. He has also earned the Personal Financial Specialist (PFS) designation, which indicates expertise in the personal financial planning area of the public accounting profession. He is a member of the American Institute of Certified Public Accountants (AICPA), the Indiana Society of CPAs (INCPA), and the National Association of Personal Financial Advisors (NAPFA).

Taylor’s desire to help others isn’t limited to his client base — he is involved in many organizations in the Evansville community. Taylor sits on the board of the Ronald McDonald House of the Ohio Valley and is involved in the capital campaign for a Gilda’s Club in the Evansville area. He is a past member of the Evansville City Council and of the Area Planning Commission.
 
Taylor and wife Jenny are the parents of two daughters, Sarah and Laura, and three sons, Andrew, Ethan and Alex. In addition to spending time with his family, Taylor enjoys golf, reading and politics.
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Payne Wealth Partners serves very-high-net-worth families who want to lead their best lives and leave powerful legacies!

Payne Wealth Partners focuses on what each client values most in life.

The Payne Wealth team specializes in providing comprehensive wealth management solutions to address the unique challenges that successful families face. We offer customized wealth planning, investment management, and business exit planning services.

First, we take the time to establish a personal relationship and learn what is truly important to each family. Our advisors are committed to providing the ongoing support that clients need to follow through and achieve their goals. Our fee-only structure is straight-forward and easy to understand. Our fiduciary standard ensures that our clients’ best interests always come first.

Is Payne Wealth Partners right for YOU?

Payne Wealth Partners specializes in serving very-high-net-worth clients who want to make the greatest impact possible with their wealth. We help create strategies to assist in minimizing taxes, help maximize the transfer of wealth to future generations, and help clients fulfill their philanthropic objectives. Payne Wealth Partners’ clients understand the value of partnering with trusted professionals to achieve their financial goals.
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