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A Refreshing Approach to Wealth Management Services

We provide comprehensive financial guidance designed with our clients at the forefront of everything we do. 

Our Fee Structure is Designed with You in Mind.

Everyone likes a win-win scenario. We offer multiple fee structures and let you choose the option that’s best for you.

Tao Financial provides an institutional approach to personal wealth management and financial planning for business owners, executives, and individuals.

An Institutional Approach

Tao Financial provides fiduciary wealth management services and retirement planning for business owners, executives, and employees. Our team has managed billions of dollars in institutional investments and we now utilize those same strategies for our valued clients.

It is our goal to foster growth in clients, employees, and services by implementing a sustainable and manageable growth strategy. Our services include investment management, personal financial planning, business financial planning, employee group savings & retirement plans, executive deferred compensation programs, exit planning, and financial education services.

What makes Tao Financial Different?

Our Philosophy

  • Entrepreneurism is necessary for widespread upward mobility and economic growth in America to continue.
  • Financial literacy is a necessity for every individual, but especially for business owners. Growth in small businesses supports growth in our communities.
  • People drive culture, and culture drives profits. Treat all people with respect and dignity. Intangible value is critical in today’s competitive landscape and should be nurtured and protected.
  • Always create more value for clients than we receive in exchange.
  • There are many measures of success – our job is to identify which measures are most important to our clients and support their pursuit of them.
  • Financial planning should be available to clients when they need it, not only at the onset of a relationship.

Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make.

-Bill Gross

A Word from our Founder:

What makes us different?

About Tao Financial

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Our Services

For Individuals

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For Business Owners

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For Employees

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Hours

Monday-Friday: 8am-5:30pm
Saturday & Sunday: Closed

Phone

(407) 553-8138

Email

info@tao-fi.com

Address

123 S. Orange Ave.
Orlando, FL 33333

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Get in Touch

We’re committed to our clients and are here when you need us. Send a message using the form below or contacts us however is most convenient for you.

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