Taylor Lipps, AAMS, CFP

EXPERIENCE
I graduated from The University of Texas at Austin with a degree in Economics, and I’ve spent more than 15 years in wealth management. My practice focuses on serving high net worth individuals and families, and I currently manage over $400M in assets (as of 1/31/26). My team with Senior Financial Advisor Keith Williamson, was named to the list for Forbes Best-in-State Wealth Management Teams in Texas 2026.

FAMILY
Outside of work, I love spending time with my wife, Jordan, and our son, Tanner. As proud UT Austin alumni, we spend plenty of weekends cheering on Longhorn sports.

CREATE AND BUILD WEALTH
I specialize in helping clients create and build lasting wealth through disciplined planning, thoughtful investment strategies, and a long term perspective. My focus is on aligning financial decisions with each client’s personal goals, uncovering opportunities for sustainable growth, and managing risk with intention. By providing clarity around complex choices and building a structured roadmap, I empower individuals and families to strengthen their financial foundation and move confidently toward the future they envision.

PRESERVING WEALTH
I help clients safeguard the wealth they’ve worked hard to build by implementing disciplined risk management strategies and long term planning. My approach centers on creating resilient financial structures that can withstand market volatility, guard against unforeseen events, and preserve assets for future generations. By coordinating investment oversight, tax aware strategies, and estate considerations, I work to ensure clients have a solid financial foundation through every stage of life.

ESTATE PLANNING
I partner closely with clients and their professional advisors to develop estate planning strategies that preserve wealth and support long term goals. My approach emphasizes thoughtful coordination structuring assets efficiently, clearly documenting intentions, and building plans that adapt as life evolves.