Taylor Wealth Management Partners

Taylor Wealth Management Partners (CRD# 170457) is a financial advisory firm headquartered in Boston, MA. They manage $271,457,393 in 100 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $2,714,574
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CT, GA, LA, MA, NY, PA, TX, WA

Financial Advisors at Taylor Wealth Management Partners
Showing 1 - 4 of 4 top financial advisors.
1
Christopher E. Burns
CRD#: 1008153
50 Federal Street, Boston, MA 02110
93
Wealthminder
score

Christopher Burns (CRD# 1008153) is an Investment Advisor Representative working at Taylor Wealth Management Partners in Boston, MA and has over 35 years of experience in the finance industry.

2
Hugh R. Taylor
CRD#: 1899478
50 Federal Street, Boston, MA 02110
93
Wealthminder
score

Hugh Taylor (CRD# 1899478) is an Investment Advisor Representative working at Taylor Wealth Management Partners in Boston, MA and has over 29 years of experience in the finance industry.

3
Joshua D. Goldman
CRD#: 6443038
50 Federal Street, Boston, MA 02110
90
Wealthminder
score

Joshua Goldman (CRD# 6443038) is an Investment Advisor Representative working at Taylor Wealth Management Partners in Boston, MA and has 1 year of experience in the finance industry.

4
Lisa M. Franks
CRD#: 6296631
50 Federal Street, Boston, MA 02110
88
Wealthminder
score

Lisa Franks (CRD# 6296631) is an Investment Advisor Representative working at Taylor Wealth Management Partners in Boston, MA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.