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Taylor King, CFP®

Senior Financial Advsior

Taylor joined the financial planning industry to combine two of her keenest interests: the art of human connection and the science of solving problems using logic and numbers.

With a decade of experience under her belt, Taylor is thoroughly familiar with holistic financial planning and wealth management. This comprehensive knowledge, combined with her love of math, helps Taylor break down complex financial concepts into relatable language for her clients. She prides herself on her approachable and empathetic demeanor, fostering a comfortable environment for even the most challenging planning conversations that can arise.

Taylor has reassured and guided hundreds of individuals and families through various transitions into the next chapter of their lives. She strives to understand each of her client’s unique goals and values, viewing this collaborative process as the cornerstone of every financial plan we create and implement.


Taylor earned her bachelor’s degree at Hamilton College with double majors in Mathematics and Comparative Literature. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

A Connecticut native, Taylor also attended Miss Porter’s School.


When Taylor is not at the office, you can find her glued to her Kindle, practicing Reformer Pilates, or spending quality time with her loved ones.

Senior Financial Advsior
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