Dedicated to Your Success

We are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

We provide personalized investment strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetimes and beyond.

As independent, fee only advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

We help you create, protect, & enjoy your wealth with simple financial planning & investment strategies.

Your Goals

With these simple & time tested strategies, you will have a clear understanding of your financial present & future.

Our Services

With this clarity, you will confidently enjoy your wealth knowing your financial present & future are secure.

Our Professionals

We serve individuals & families interested in building long-term relationships based on mutual honesty, respect, & trust.

Contact Us


Do you have a Simple, Clear, and Secure financial and investment plan that helps you confidently build, protect, and enjoy your wealth?

Schedule a meeting with us for a second opinion on your planning and investment strategy by emailing There’s no obligation and the valuable information we’ll provide during your meeting is yours to keep.


Taylor Stephens, Inc.

Dallas Office: 214.687.0888

Taylor Stephens, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Important information describing Taylor Stephens, Inc.’s business operations, services, and fees can be viewed on the SEC’s website at Taylor Stephens, Inc. will provide its Form ADV disclosure brochures, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.  For detailed information about Taylor Stephens Inc.’s investment adviser representatives who may serve retail clients, you may also visit and view background information about such investment adviser representatives.  This website is published in the United States for residents of the United States. Taylor Stephens, Inc. is not soliciting business in international jurisdictions where it is not registered.  Taylor Stephens Inc. has an agreement with LWI Financial, Inc. (“Loring Ward”), an unaffiliated investment advisor that sponsors the Structured Investment Program. Through the Structured Investing Program, we provide investment supervisory and management services defined as providing continuous investment advice based on your individual needs. For clients who choose the Structured Investment Program, Loring Ward executes the trades. Clients outside of the Loring Ward program may choose to use Interactive Brokers to execute trades and to serve as account custodian.

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