Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Financial Advisor
Tom Taylor
CPA/PFS
Chesapeake Financial Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom Taylor, CPA/PFS
Fee Only Financial Planner With Offices in Towson and Columbia, MD and Serving Clients Nationwide
Tom Taylor, CPA/PFS founded the firm in May 1998 as an independent investment firm specializing in providing individuals, families, small businesses and institutions with unbiased investment management and financial planning advice. He is an experienced investment manager and financial planner and is responsible for overseeing the firm’s investment advisor practice, financial and tax planning practice.
Tom’s investment philosophy is predicated on the belief that “properly allocated and individually managed investment portfolios should contain assets that are consistent with the goals and objectives of our clients and should be monitored continuously by principals with the highest standards of integrity, experience and investment acumen.”
Before founding the firm, Tom spent two years with the Corporate Finance division of the Baltimore based investment bank, Legg Mason, Inc. While at Legg Mason, Tom completed various common stock and merger transactions valued at over $1.4 billion. Tom began his career in the audit practice of the international accounting firm of Ernst & Young LLP, also in Baltimore.
Educational Background
Graduated cum laude from Mount Saint Mary’s University, Emmitsburg, Maryland, in 1993 with degrees in Accounting and Finance.
Tom is a 1989 honors graduate of Calvert Hall College High School, in Towson, Maryland.
He received his Certified Public Accountancy (CPA) license in 1996, is a Personal Financial Specialist (PFS) and has completed the National Association of Securities Dealers (NASD) Series 65 exam.
In 2005 Tom was named “Most Outstanding Alumnus” of Calvert Hall College High School, an honor he truly cherishes.
Tom Taylor 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
Our mission is to help our clients achieve financial peace of mind by reaching their goals and realizing their dreams.
Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.
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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Tom Taylor is a NAPFA-Registered Financial AdvisorThe 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.
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Tom Taylor is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact Tom Taylor
Office Locations:
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401 Washington Avenue
Suite 1202
Towson, MD 21204 -
8160 Maple Lawn Blvd
Suite 200
Columbia, MD 20759