Broker Check

Our Philosophy

The cornerstone of our philosophy is the undisputed fact that knowledge is power. We are here to provide that knowledge with the goal of achieving long term success and a stable future. If you’re looking for the next hot stock tip, the secrets to gambling on the market or a get rich quick scheme, you’ve come to the wrong place. We are here to empower our clients with a better more comprehensive understanding of how the market works and how to best leverage available options to reach their financial goals.

What Sets Us Apart

  • The tools we use to construct our portfolios are not available to the general public and are only available through advisors who have been strictly scrutinized and follow a prescribed set of investment rules. These tools are unique and provide advantages to investors in terms of cost and tax savings.
  • We are investor coaches, not “advisors” or “planners.” As such, we adhere to a disciplined approach and will not do what the investor wants if we believe it not to be in the investor’s best interest – even if it means losing that investor as a client.
  • We work with clients to assist them in dealing with their own investment behavior to dampen those instincts and emotions that are detrimental to their achieving their objectives.
  • A fee based, fiduciary relationship is not something that’s new to us. We’ve been doing this consistently since 1990.
  • We have a core set of philosophical investment beliefs that we will not change in order to secure the engagement. We believe these verities have stood the test of time.
  • We tell our clients what they need to hear, not what they want to hear. The most important word in our lexicon often is “NO!” If you’re looking for a firm that will follow your orders, we’re not the place for you – you’ll be happier somewhere else.
  • If we do not feel you and we are a proper or appropriate fit we will tell you and not accept an engagement. We do what we do and how we do it without apologies – we are not everyone’s cup of tea.

Meet the Faculty

Frederick C. Taylor

770-578-0257

678-560-8891

Fred.Taylor@Taiadvisor.com

Fred Taylor is a wealth and investor coach, founder and President of Professional Associates Wealth Coaching, Inc. located in Marietta, GA.

A navy veteran, he attended and graduated from Upsala College where he was the first recipient of the scholar/internship program offered by Northwestern Mutual Life Insurance Company. Upon graduation, he began his career with Home Life of NY. Subsequently, he worked with former Congressman Eugene Keogh and with the Medical and Dental Associations in the New York and New Jersey metropolitan area providing endorsed Retirement Plans to their members. He then spent five years with Wall Street firms prior to relocating to Atlanta in 1973

After relocating, he formed Professional Associates of Atlanta, the predecessor to his present firm. During this period, Fred was responsible for creating the first endorsed financial planning program for a professional association. Concurrently, he was an early member and proponent of the financial planning and Certified Financial Planner movement. He has earned the professional designations: Chartered Life Underwriter (CLU) in 1975, Certified Financial Planner (CFP®) in 1978 and Accredited Investment Fiduciary (AIF®) in 2005. He is a member of the Society of Financial Service Professionals and the Financial Planning Association. For the last several years and currently he has been selected as one of Atlanta Magazine’s “Five Star Wealth Advisors.”

As an active speaker, lecturer and writer, Fred has spoken and taught at numerous national and international professional conferences, symposiums and civic events as well as having authored several published articles. He has appeared on programs with such notables as former President Gerald Ford, Former Israeli Foreign Minister Abba Eban, and noted investment icons such as Sir John Templeton and Phillip Carret. He has been profiled in Business Atlanta and had been a regular guest on WRNG & WSB radio in Atlanta. As a coach to his clients, he considers most rewarding, the time that he spends teaching, lecturing and mentoring. He teaches the “Investor Education Seminar” series, a four year, quarterly program for investors as well as a monthly class: “Separating Investment Myths From Truths.” Additionally, he also conducts periodic “Investor Boot Camps” for individuals and group entities. 

An avid sportsman, Fred is an active scuba diver and tennis player and holds a National and two Southern Sectional Championships as well as several state and local titles. He currently resides, with his family, in Marietta, GA.

Books:

The Lies My Broker Taught Me and 101 Truths About Investing. Co-authored with Mark Matson.

  • The Perceptive Investor’s Manual.
  • Free Market Investing – A Winning Investment Philosophy
  • Ethics In Investing -- Editor

Films: Navigating The Fog of Investing. Jointly, with Abundance Technologies and McGriff Productions

TV: Contributor & Executive Associate, Nationally shown Public Broadcasting “special:” Mark Matson’s Main Street Money

Note: Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. 

https://fivestarprofessional.com/awardwinner/44058

 

Affiliated Professionals

William (Bill) Acuff, RFC®, AIF®

1-229-668-1007

bacuff@moultriega.net

Mobile Phone: 1-229-890-0694 Born in Montgomery, AL, Bill was raised in Moultrie, GA and spent his early years there. He attended Georgia Southern University, graduating in 1976 with a degree in Economics with an emphasis in finance....

Read more

Woodie Montgomery

After four decades in the financial industry I have a unique expertise in helping clients grow and protect their money. I have had a securities license and insurance license. I have helped plan and settled an estate. As an entrepreneur...

Read more

Dan Cuprill

Dan Cuprill is a Certified Financial Planner™ and president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. A graduate of the University of Iowa, he earned an MBA from Northwestern University. His firm...

Read more