Emmett Financial Advisors

Specialties

We are a mentor for your money. It is the first place to go for a second opinion on your financial health. Get a fresh look at your finances and your goals.

Emmett’s approach is to focus on your life goals and put you on the path towards accomplishing them. By providing a clear independent analysis, you will gain confidence that your financial decisions are helping you reach those objectives. To do that, we learn about you, your family, and your finances to determine if you need to consider making any adjustments.

Your money is more than a checklist and a pie chart. Get the peace of mind that your financial future can get on the right track.

emmett does not sell any investment products and has no assets under management. emmett is dedicated to provide opinions that are objective conflict-​free, financial advice with our clients’ best interests as the top priority.

There are no short cuts in creating a plan. It takes work, but that plan could mean the difference between a happy retirement for you — and no student debt for your kids. Whether you created your own plan or have professional help, emmett’s team of advisors will review what you have done and determine where you may need to go.

History

Established in 2013.

Founded in 2013 as a consultant to other financial firms. In 2014 established itself as a Registered Investment Adviser with the sole goal to provide its clients with the confidence that they have been making good financial decision.

Meet the Business Owner

Don T.

Business Owner

Don Taylor holds a PhD in finance, is a Certified Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC®), and a Chartered Adviser in Senior Living (CASL).

Don Taylor has been in the business of finance for over 20 years. Over the past ten years Don has been in the «train the advisor role» teaching finance and financial services courses at Arcadia University, Penn State and the American College. He was an editor for the first three editions of the textbook, Financial Planning: Process and Environment. Don takes a hands-​on approach to advice by writing a daily personal finance advice column