Raymond Taylor
CFP, CPA · Taylor & Taylor Financial
About Raymond Taylor
Raymond Taylor provides faith-aligned financial planning and tax strategy for families in Utah. His practice emphasizes values-based investing, multi-generational wealth transfer, and charitable giving strategies that align with his clients' personal beliefs and community commitments.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $150,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Raymond?
19+ Years Experience
Proven track record serving clients since 2007
2 Professional Credentials
Holds CFP, CPA designations
88 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Raymond has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Raymond is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Raymond for over 6 years and they have consistently delivered excellent advice. Their expertise in Tax Planning has saved us thousands.
Location
Salt Lake City, Utah
Map integration available on request
Request a Free Consultation
Connect with Raymond to discuss your financial goals. In-person or virtual meetings available.
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