ABOUT US

We make the complex profoundly simple.

Guided
by values

These are the qualities that drive us as a team…

Integrity

Walking the Talk

Relationships

Connections between and among our clients

Service

Serving our clients with quality and value

Excellence

Pursuit of the highest level of performance

Education

Importance on continued learning and growth
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Find out what you value.

Planning with purpose begins by knowing what is most important to you. This is the first step in aligning your life with your goals.

Our Team

Meet the people who can help you start planning with purpose.

Nick Taylor Headshot
Nick Taylor w/ wife and kids
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Nick Taylor

CFP®, ChFC®, BFA™, FIC | Owner / Wealth Advisor
As founder of TM3 Wealth, Nick brings passion, intelligence and a light-hearted side to the often-daunting task of financial decision-making.
Nicole Watkins Martin Headshot
Nicole w/ husband
Headshot Shadow

Nicole Watkins Martin

Licensed Office Professional
With a true desire to serve people well, Nicole’s warm personality makes it easy to interact with her.
TM3 Wealth Virtually Anywhere

VIRTUALLY ANYWHERE

Available to meet by phone or video calls, and licensed in multiple states – so you can work with us from wherever you may live.

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Start the Conversation

Let us know what you are looking for so we can follow up and provide you with helpful information.