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Montgomery Taylor has 30 years of financial experience. As a CPA and CFP, he is a tax and investment strategist with a passion for giving his clients better advice for their money. He helps with tax reduction planning and investment management services on a fee-only basis. His advice is unbiased.	Judy Baldwin, a retired business manager now living in Rohnert Park, says, "Monty went far beyond my expectations. When I first came to Monty what impressed me was that he looked at my entire financial position, not just how my money was placed. He wanted to see my will, my trust, he looked at it all...

We try not to behave like other CPA and investment firms. For example, we actually return phone calls. We care a lot about our clients. We are genuinely happy to see our clients when they come in to our office. We treat our clients like good friends.

Mr. Taylor describes the roadmap to his firm’s success in delivering investment management services, “Our role is not defined by giving you the hottest stock tip, convincing you to buy this year’s best performing mutual fund, or trying to sell you a product to solve a problem you don’t have. Instead, it’s about helping you clearly envision and define your long-term goals and providing the prudent, comprehensive advice you need to get there.”

With that in mind, we sought to come up with a slogan that would embrace our own particular culture... kind of low-key, informal, friendly, a little sassy, professional (without being stuffy) and at your service. Here's what we came up with:

"Better Advice for Your Money"
That one phrase says it all. It saves pages and pages of explanation. We hope you will find that we provide all this and more!

If you do want more information, check out Our Story for an entertaining tale about our firm and why we use the slogan "Better Advice for Your Money."

More than that though... discover how this... Respected CPA got Picked Up by the FBI!!