A family-owned business since 1996, Taylor’d Financial Services continues to reflect the deeply held respect for others and unwavering commitment to service upon which it was built. By putting our clients first and treating them like an extension of our own family, we aim to go above and beyond to deliver the financial stability you deserve.

Meet Brian, President & CEO

Inspired by his father, a financial planner with more than 40 years of experience, Brian Taylor was drawn to follow in his footsteps. His career in the financial services industry began in 2000 and has encompassed a variety of roles, including insurance, mutual funds and asset management. Drawing on his experience, Brian builds customized financial plans for his clients that focus on meeting their financial concerns through all phases of life: accumulation, preservation and distribution.

When working with Brian, clients come first. His goal is to help them preserve wealth and peace of mind.

Credentials

  • Iowa State University, double major in finance and accounting

  • Avila University, MBA

  • Accredited Investment Fiduciary® (AIF®)

  • National Ethics Association member

  • Series 7, 24, 63 and 65 licenses

  • Kansas and Missouri insurance licenses

Outside of the office, Brian likes spending time with his wife, Holly, and three kids, Kobe, Kinzie and Kael. He stays active by golfing and training for triathlons. He is actively involved in his children’s lives, coaching their sports teams and volunteering at their schools.

Work with a Smartvestor Pro

In addition to the hard work Brian has put in to achieve the credentials noted above, he’s proud to be affiliated with Dave Ramsey and his intentional investing process.

Our Approach to Service

Making the decision to work with an advisor isn’t one you should take lightly. We encourage you to meet with us, learn about our process and understand why we believe our approach to service can help empower you to meet your financial goals.

Fiduciary first

As an AIF®, Brian takes his fiduciary responsibility very seriously. He works solely for the best interest of his clients, building a foundation of stability through education and solid financial best practices.

Listening to learn

Before making any recommendations, Brian gets to the heart of clients’ concerns and goals by executing his unique discovery process. Only then can he create holistic plans for moving forward with confidence.

Educating to elevate

Brian is passionate about an education-focused delivery of information to help clients understand the array of strategies available to meet their needs, as well as the implications of their financial decisions.