Taylor Leary

Wealth Advisor, CFP®

As a young kid growing up in Steamboat Springs, CO, Taylor would often stop by his mother’s office at the local bank on his way to the hockey rink after school. While he waited for her, he witnessed how she was able to change her customer’s lives. She would listen and help them solve their banking issues with care and diligence. Not only did she build trusted friendships, she left a legacy for the community that persists to this day, years after her retirement from banking. These experiences had a profound impact on Taylor’s view of individual finances and pushed him to pursue a career as a wealth advisor to help individuals and families achieve financial freedom.

As a Certified Financial Planner, Taylor works with active and engaged professionals to help them achieve ambitious goals on their journey to financial freedom. Creating a comprehensive financial road map requires understanding the source of his clients’ wealth, their goals and objectives, and how their past financial experiences shaped who they are today. His philosophy on wealth management incorporates financial planning, investment management, behavioral coaching, and top-tier service and communication. With an athletic background in team sports, Taylor understands that preparation, collaboration, and execution are key components of a successful financial relationship. He is licensed and accredited to assist his clients utilizing a wide array of financial strategies.

Taylor and his beautiful wife Stephany live in Denver and have a young daughter, Mila. A University of Colorado-Boulder graduate, Taylor had the unique opportunity to lead Ralphie, the live buffalo mascot, onto the football field at each home game for four seasons. Taylor relishes the Colorado lifestyle, and you’re likely to find him skiing, mountain biking, climbing fourteeners, and camping with his family.

A man running up a hill. CFPs are marathoners, not sprinters.

Why You Should Work With a Certified Financial Planner

Taylor Leary shares his thoughts and insights on the value one can receive when working with a Certified Financial Professional.

The Quest: My Journey to Become a Certified Financial Planner

Taylor Leary shares his experiences and the challenges he faced during his three-year pursuit to receive the Certified Financial Planner designation.

Five Qualities to Look for in a Financial Advisor

Anyone looking to work with a financial advisor should focus on these five qualities.

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