Jeffrey George

Tao Financial provides fiduciary wealth management services and retirement planning for business owners, executives, and employees. Our team has managed billions of dollars in institutional investments and we now utilize those same disciplines for our valued clients.

It is our goal to foster growth in clients, employees, and services by implementing a sustainable and manageable growth strategy. Our services include investment management, financial planning for business owners and individuals, investment consulting for group retirement plans and executive deferred compensation programs, exit planning, and financial education services.