We make the complex profoundly simple.

by values

These are the qualities that drive us as a team…


Walking the Talk


Connections between and among our clients


Serving our clients with quality and value


Pursuit of the highest level of performance


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.

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Nick Taylor w/ wife and kids
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Nick Taylor

CFP®, ChFC®, BFA™, RICP®, 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.
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Patty Keehr

Client Service Specialist
With a true desire to serve people well, Patty’s warm personality makes it easy to interact with her.
TM3 Wealth 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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