Elevate Your Future
At Jordan Taylor Financial, we value a strong relationship with our clients and are dedicated to helping empower them to elevate their lives. We understand the hard work and dedication it takes to build your wealth over a lifetime, and we want to help ensure that your financial journey is well-planned and stable, allowing you to pursue the future you envision and leave a legacy you can be proud of.
Tyler Jordan-Taylor
Founder & President
Putting Humanity At The Core
Tyler comes from a family of entrepreneurs with hearts to help others. His grandfather, a businessman and one of his most prominent role models, told Tyler something as a kid that stuck with him. He said, “If you want to be crazy successful in business, find a way to help as many people as possible.” Tyler took this advice with him throughout life, determined to follow in his grandfather’s footsteps.
After high school, Tyler worked in campaigning but ultimately moved to Boston, where he attended college and obtained a degree. Tyler landed his dream job in high net-worth investing but soon grew tired of the corporate culture. From there, he moved to another big-box financial firm and eventually got burnt out from continuously watching corporations prioritize their own needs over the needs of their clients. Tyler knew that to follow the advice his grandfather gave him years ago truly, he would have to become fiercely independent and revolutionize the industry by cultivating humanity in the financial space. He launched Jordan Taylor Financial with two missions: building relationships and changing lives.
Tyler is dedicated to educating clients and helping them pave the way to their own freedom, just as he has done for himself. He has created a safe space where his clients can plan for their futures without fear of judgment or sales gimmicks. Prioritizing client connection, Tyler is creating true partnerships where the people in his community can thrive in retirement and pursue their dreams.
Leading With Innovation
At Jordan Taylor Financial, We lead with innovation by mixing modern and traditional solutions to build a financial plan catered to the individual. As independent advisors, our team can collaborate with you to create a holistic financial plan to help you preserve your current wealth while growing it for the future. Our only agenda is to help you reach the secure retirement you deserve.
Holistically Securing Your Future
At Jordan Taylor Financial, we are driven to minimize stress in retirement so that you can live freely. Our team of professionals strives to educate our clients through personalized, relevant services, and we want to help you find your way to an independent, optimistic future with retirement planning, insurance, Medicare, tax management, and wealth preservation. We aim to secure your future so you can live the free retirement you dream of.