Taylor Bauerle
Kairos Private Wealth
Investment Advisor
Taylor Bauerle
Kairos Private Wealth
Investment Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Taylor Bauerle
Fee-Only financial planner located in Lake Mary, FL, serving clients locally and across the country
Taylor Bauerle is a Lake Mary, FL fee-only financial planner. Kairos Private Wealth provides comprehensive financial planning, investment management, and tax planning to help high net worth individuals, business owners, and busy professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Taylor Bauerle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Taylor Bauerle started with CNL Securities shortly after graduating from Auburn University in 2013. Following his time establishing RIA channel for their investment product department – Taylor left to start his own business. He founded and built an international outsourcing company specializing in medical consulting. He assisted plaintiff firms across the country with their complex medical records needs, helping them recover more than $6 billion for their clients. At the end of 2017 he returned to the finance industry and joined the family business to start preparing for his future plan of opening his own RIA.
At the end of 2020 Kairos Private Wealth was born. Building on the knowledge and foundation he learned from growing up in the family financial planning business. The last seven years of building and perfecting the processes of running an outsourcing company, then a wealth management practice gave him all the tools he needed to start his firm. He started Kairos Private Wealth to provide the highest level of service, management, and advice to his clients. Kairos Private Wealth is focused on helping clients achieve their highest potential in every area of their lives.
Taylor Bauerle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Kairos Private Wealth's mission is to inspire our clients to pursue WHEALTH through education, communication, and service. We exceed expectations by utilizing a comprehensive suite of investment management and financial planning solutions. Our experienced team has been serving affluent families, business owners, executives, and institutions for nearly three decades.
Our headquarters are in Lake Mary, Florida, and office locations across Central Florida, Kairos Private Wealth was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Taylor Bauerle is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Taylor Bauerle is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Taylor Bauerle
Office Locations:
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801 International Pkwy
Suite 500
Lake Mary, FL 32746 -
505 E New York Ave
Suite 7
Deland, FL 32724 -
725 Cool Springs Blvd.
Suite 600
Franklin, TN 37067
