Owner & Financial Planner
Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country
Taylor Venanzi is a Philadelphia, PA fee-only financial planner. Activate Wealth provides comprehensive and objective financial planning to help working professionals grow and protect their wealth through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Taylor Venanzi is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Taylor Venanzi is a fee-only financial planner at Activate Wealth located in Philadelphia, PA.
Born and raised just outside of Philadelphia in Collingswood, NJ, I attended Penn State University and obtained a bachelor’s degree in Finance. After gaining valuable experience at a local planning firm in New Jersey, it became clear to me that I wanted to venture out on my own and create a business that was tailored to a younger client. There is no shortage of financial decisions we face early in our careers.
While many planners and firms set out to serve “Individuals, Families, and Small Business Owners”, I created Activate Wealth to work directly with Young Professionals. After realizing how under served this client demographic really was, I made it my mission to serve them effectively.
"How much house can I afford?" "How do I properly invest in the market?" "Which debt should I pay down first?" "Do I need insurance for me and my family?" "How do I pay less in taxes?"
Why should we wait until retirement before we get access to professional advice? It doesn’t make any sense!
Taylor Venanzi 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
Activate Wealth was specifically and intentionally constructed to deliver financial advice to High Income Working Professionals. These professionals are typically in their late 20s to early 40s with household income greater than $150k. Our focus is to help you enjoy your life and your money NOW and with an eye towards the future. Your primary goal right now is NOT retirement, and that's ok! Here are some of the things you can expect as a client of Activate Wealth:
Accountability: When you hire Activate Wealth, you are hiring an accountability partner. As you know, it is easy to lose sight of your goals from time to time. We will work diligently to establish your goals and hold you to them over time. Think of us as your personal trainer... but for your money!
A Plan: After all, this is financial PLANNING. We will work together to create a goal and action oriented financial plan. This plan will allow us to hold each other accountable over time and is designed to evolve as you evolve. Your goals of today are not your goals of tomorrow. Activate Wealth is excited to help you navigate the inevitable changes you have ahead of you!
Time: One of the biggest assets we covet as young professionals is TIME. When you work with Activate Wealth, you're getting just that. Allow us to manage your financial checklist. Stop spending your time worrying about your finances and get busy living!
An Advocate: As a fee only financial planning firm, our interests are directly aligned with yours. It is our job and requirement to do what is in YOUR best interest. We will steer you away from poor financial decisions and help you consider things that you hadn't before.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Student Loan & Debt Management
- Cash Flow & Savings
- Insurance & Risk Management
- Employee Benefit Optimization
- Busy Professionals & Families
- Married Couples
- Dual Income Families
- Young Professionals
- Corporate Executives
- Virtual Meetings
- Flexible Scheduling
- Clearly Defined Engagements & Fees
- No Product Sales
- Complimentary Initial Call
Professional Designations & Affiliations
Taylor Venanzi is a NAPFA-Registered Financial Advisor
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.
Taylor Venanzi is a Member of the XY Planning Network
The 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.
Taylor Venanzi 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.
Taylor Venanzi is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Taylor Venanzi
2400 Market Street
Philadelphia, PA 19103