CFP®, CPA, PFS
Payne Wealth Partners, Inc.
Fee-Only financial planner located in Evansville, IN, serving clients locally and across the country
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 Payne is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Taylor Payne is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Taylor Payne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Taylor Payne
601 N Cross Pointe Blvd.
Evansville, IN 47715