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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Taylor Alt

In your journey to financial independence, you’ll encounter road bumps, traffic jams, and even the occasional flat tire! You’ll hear about tempting shortcuts, roadside attractions, and alternative routes that will delay and distract you from your destination.
I want to help you on your journey by giving you a clear and well-researched map. My goal is to guide you away from false shortcuts, and help you stay focused on the road ahead. With Dave Ramsey’s 7 baby steps, and with me as your guide, we will make this journey together!

My personal goal is to walk with you all the way to baby step 7, and to help you give strategically to causes that you believe in while building a legacy that blesses each of your friends and family members uniquely.

I grew up in Bradenton, Florida on 33rd Street West, across from Trinity United Methodist. I graduated from the University of Central Florida in 2017 and worked as a designer for a few years. I met Dani, my wife and best friend for life, and a few years later our son Theo was born! Now we live in Lakewood Ranch and belong to Oasis Church—if you’re local, I hope you’ll stop by and fellowship with us sometime!

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Taylor:

  • Bradenton/Sarasota Florida
  • Fiduciary Investment Advisor
  • Recommended Literature: The Total Money Makeover (Dave Ramsey), The Millionaire Next Door(Thomas J. Stanley), The Richest Man In Babylon(George S. Clason), Every Good Endeavor(Tim Keller)
  • Coffee nerd

Locations Served


  • 941.840.2129

State Licenses

Affiliated with all 50 states