Growing and
Protecting
Your Wealth

We help you clearly envision and define your
long-term goals and provide the prudent,
comprehensive advice you need to get there.

Trusted Financial
Advisory Services
30 Years of Experience


HAPPY & SECURE
in SONOMA COUNTY
by Montgomery Taylor
Best Selling Author

Montgomery L. Taylor, CPA, CFP

Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.

We welcome you to visit our office for a no-obligation, complimentary meet-and-greet. We’ll give you a tour of our friendly office and answer any questions you have.
Call 707-576-8700 today to schedule your appointment!

Featured In

Video Library

  • CPA TestimonialSophia Tiers discusses her experience with Montgomery Taylor, CPA. View
  • Book ReceptionCelebrating the release of Monty’s book, “Before It’s Too Late.” View
  • Interview with MontyMeet Montgomery Taylor, CPA, CFP, Best Selling Author & Wealth Manager.View »

Recently Published

Monty’s Opening Thoughts May

One of my clients is reading The Snowball: Warren Buffett and the Business of Life, a biography

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Money Matters of the Rich and Famous – May

This blue-eyed blonde bombshell was one of the most talented performers of her era. Virginia Katheri

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When Can A Reverse Mortgage Be Advantageous?

Did you know you can use your home to help pay for your retirement needs? For many seniors, their ho

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