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Advice | Taxes | Investments | College Strategist | Company | Contact |
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Monty Taylor is a highly credentialed professional in the investment consulting industry. As an experienced institutional manager, he has worked as a key executive Mr. Taylor founded Montgomery Taylor & Company, LLC in his pursuit to provide the best possible service to his corporate and private clients. He is the Senior Investment Consultant on many institutional accounts, including corporations, retirement plan trusts, and non-profit organizations. He formed the company to provide independent financial planning and investment advice to institutions and high net-worth individuals. Mr. Taylor personally counsels individual clients on wealth management strategies. He is also an active speaker on investment topics for employee groups, seminars and workshops. As a Certified Public Accountant and Certified Financial Planner, Mr. Taylor has over 30 years of investment and financial advisory experience.
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for a $700 million pension plan. And, as a personal wealth advisor, he has coached many high net-worth individuals and couples in Sonoma and Marin counties. 