A planner who's genuinely invested in your success.
I'm thrilled you're here and searching for a better way to manage and improve your financial life.
I'm Dhillon Taylor, a Certified Financial Planner™ with 11+ years of experience helping clients make educated and informed decisions with their money.
I earned my CFP® designation in 2021 and hold a Bachelor of Science in Finance from California State University, Long Beach.
My approach is simple: your money should serve your life — not the other way around. Whether you're building wealth in your 30s, accelerating your savings in your 40s, or navigating the final stretch before retirement, I create a plan that fits where you are and where you want to go.
Originally from Long Beach, CA, I relocated to League City, Texas in 2025 and now work with clients nationwide — primarily remotely, with occasional in-person meetings when I'm back in California. Outside the office, I'm a devoted family man with a beautiful wife and baby boy, and enjoy unwinding by playing music and basketball.
TAYLOR WEALTH ADVISORS
GUIDING PRINCIPLES
People First
Growing your portfolio and your bank account is important but only as long as it serves you, your family, and the life you're building.
Your plan, not ours.
Every recommendation starts with one question: what matters most to you? Your goals, your timeline, your values that's the blueprint. We just help you build it.
Simple is Sophisticated
Complexity doesn't equal effectiveness. A plan you truly understand and believe in will always outperform one that just looks impressive. We keep things simple so you stay confident, clear, and in control.
Relationships over transactions.
We're not here to make a sale, we're here to earn a lifelong partnership. Our measure of success is whether you trust us to be in your corner at every major milestone, for decades to come.
Premium service.
We’ve intentionally designed our pricing, process, and capacity so every client receives the same exceptional level of care.
IN PARTNERSHIP WITH
Alternative Investments
Managed Strategies
Structured Notes
Products & Investments
If done properly, investing can greatly benefit your tax plan. Our team is up to date with the latest strategies to help you and your CPA get the advantages of tax-smart investing.
Stocks
Fixed Income - CDs, Bonds, Money Market, etc.
Exchange Traded Funds (ETFs)
Mutual Funds
Structured Products
Private Equity Funds
Private Credit Funds
Real Estate Investment Trusts (REITs)
Oil & Gas Programs
Delaware Statutory Trusts (DSTs)
Qualified Opportunity Zone Funds (QOZs)
Business Development Companies (BDCs)
Investment Products*
Life
Long Term Care
Universal Life
Indexed Universal Life
Variable Universal Life
Fixed & Index Annuities
Variable Annuities
Disability
Insurance Products
*Some investment products may require minimums to invest and certain financial profile criteria to be met in order to qualify as an investor.