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Ed Taylor (CFP®)

Ed Taylor focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Ed Taylor is the founder and President of Taylor Financial. Mr. Taylor started in the personal financial planning industry in 1998. He has worked closely with clients through the dramatic booms and busts in the investment world. By staying goal-oriented rather than return oriented, clients have continually referred their friends and colleagues to Mr. Taylor during the good times and the bad. Mr. Taylor achieved the designation of CERTIFIED FINANCIAL PLANNER (CFP®) in 2003.

Mr. Taylor holds both a BA (1986) and MA (1989) from North Carolina State University.  His broad community involvement includes such activities as coaching his children's soccer team, previously serving as the Treasurer on the Board of Directors of the Friends of Public Radio (WHQR) and participating in fund raising for Honor Flight.

Additional Information

Mr. Taylor is one of the few financial advisors in North Carolina permitted to offer Dimensional funds. This permission was granted through extensive scrutiny of Mr. Taylor's background, business model and investment philosophy. There is no obligation or compensation based on this relationship. Dimensional's approach to investing is based on the science of the markets not the noise in the markets. 
 

NAPFA Start Date

May 28, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1213 Culbreth Dr Wilmington, NC 28405-3639 Phone: (910) 256-8818
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