Taylor & Tarver Wealth Partners
We take great pride in the work we do for Clients and consider it a privilege when charged with the responsibility of assisting families in achieving their financial goals. We value the opportunity to work with Clients, as well as their other trusted professionals, to provide a thorough, multi-faceted approach to each of their unique family objectives. We strive to earn the trust and loyalty of our Clients every day, but also that of their future generations.
Our team, Taylor & Tarver Wealth Partners, was founded in 1980 and strives every day to deliver excellence through Intentional Client Service, Thoughtful Wealth Planning and Disciplined Investment Philosophies. Our team boasts 140 years of collective experience at Merrill Lynch Wealth Management, 175 years of industry experience, a 28 year relationship between the founding partners and approximately $2,996,364,000* of entrusted assets & liabilities under our care (* as of 11/30/2023).
We take great pride in the work we do for Clients and consider it a privilege when charged with the responsibility of assisting families in achieving their financial goals. We value the opportunity to work with Clients, as well as their other trusted professionals, to provide a thorough, multi-faceted approach to each of their unique family objectives. We strive to earn the trust and loyalty of our Clients every day, but also that of their future generations.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
