Who We Are
Douglas E. Taylor CFP®, CPA
At Taylor Wealth Management, our commitment is to provide professional unbiased financial, tax and life planning advice and to serve as a trusted adviser on whom clients can rely for planning and counsel. Our mission is to empower, educate, and guide others to identify, realize, and enjoy their financial and life legacy. The goal of our services is to maximize the happiness and wealth within each individual.
Doug Taylor is a Certified Financial PlannerTM professional (CFP®) and a CPA® who strictly adheres to the highest fiduciary standards. By always working for his clients' best interests, Doug fosters relationships developed with trust and confidence.
Doug's professional certifications are complemented by his significant CPA® experience with a Big Four firm, working in Houston, London, and Los Angeles, and two years as an integral part of a Forbes 400 billionaire's financial team. This comprehensive, hands-on experience enables Doug to effectively assist families and individuals in developing a financial plan compatible with their current lifestyle and future goals.