Nick Taylor

CFP®, ChFC®, BFA™, RICP®, FIC | Owner / Wealth Advisor
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As the founder of TM3 Wealth, Nick brings passion, intelligence and a light-hearted side to the often-daunting task of financial decision-making. He loves delving into the behavioral aspects of why people do what we do with our money. Nick’s bright personality is a cornerstone of the practice, making him a favorite among colleagues and clients alike!

Nick’s path to financial services wasn’t the typical story; he got here by way of his unyielding curiosity and his marketing background. While conducting some market research, Nick realized just how few people in his life felt confident about how they would reach their financial goals. On a mission to change that reality, Nick began his career as a financial planner in 2007. Now, he’s proud to be the one friends, family and his clients can rely on for solid advice; and if he doesn’t have an answer, he has a growing network of competent professionals that will assist in his continued pursuit to help people plan with purpose.

A true bridge-builder, Nick also prioritizes time with friends and family. Outside the office you might find Nick on the golf course, having great conversations over good meals, watching and enjoying sports, and most importantly spending as much time as possible with his wife and three children.

Nick’s Values

  • Health
  • Wealth
  • Excellence
  • Friendship
  • Happiness
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