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Montogomery Taylor & Company


Monty Taylor is a highly credentialed professional in the investment consulting industry. As an experienced institutional manager, he has worked as a key executive for a 700 million dollar pension plan and, as a personal wealth advisor, he has coached many high net worth individuals and couples in Sonoma and Marin counties.

Mr. Taylor founded Montgomery Taylor & Company in his pursuit to provide the best possible service to his corporate and private clients. He is the Senior Investment Consultant on many institutional accounts, including corporations, retirement plan trusts, and non-profit organizations. He formed the company to provide independent financial planning and investment advice to institutions and high net worth individuals. Mr. Taylor personally counsels individual clients on wealth management strategies. He is also an active speaker on investment topics for employee groups, seminars and workshops. As a Certified Public Accountant and Certified Financial Planner, Mr. Taylor has 23 years of investment and financial advisory experience.

They provide individual, business, estate, and trust tax services, assisting you in meeting current needs while guiding you in planning for the future. Whatever your needs may be in areas of taxation, they are committed to helping you understand your options and choosing the one that is right for you.

Montgomery Taylor & Company offers work place Financial Literacy Education with the goal of reducing employee financial stress. Montgomery Taylor, Certified Public Accountant and Certified Financial Planner, has spent 25 years advising people, one on one and in the classroom, on simple money management techniques.

They believe in the power of strong client relationships and getting to know the people they serve. Their guiding principles are the underlying foundation to their success and are listed below. Their clients are their purpose. They provide an array of financial and tax services that allow their clients to understand their financial position, maintain accounting standards, and set and achieve financial goals.

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