Taylor Lipps, AAMS, CFP

EXPERIENCE
A graduate of The University of Texas at Austin with a degree in Economics, Taylor has over 15 years of wealth management experience. With a practice focused on high-net-worth individuals and families. Taylor manages over $400M in assets (as of 1/31/26). Taylor’s team with Senior Financial Advisor Keith Williams, was named to the list for Forbes Best-in-State Wealth Management Teams in Texas 2026.

FAMILY
Taylor enjoys spending time away from work with his wife, Jordan, and their son, Tanner. As both parents are proud UT Austin alumnus, much time is spent following Longhorn sports.

CREATE AND BUILD WEALTH
Taylor specializes in helping clients create and build lasting wealth through disciplined planning, thoughtful investment strategies, and a long term perspective. He focuses on aligning financial decisions with each client’s personal goals, identifying opportunities for sustainable growth while managing risk with intention. By helping to bring clarity to complex choices and building a structured roadmap, Taylor empowers individuals and families to confidently strengthen their financial foundation and move toward the future they envision.

PRESERVING WEALTH
Taylor helps clients safeguard the wealth they’ve worked hard to build by implementing disciplined risk management strategies and thoughtful long term planning. His approach focuses on creating resilient financial structures designed to weather market volatility, protect against unforeseen events, and preserve assets for future generations. By coordinating investment oversight, tax aware strategies, and estate considerations, Taylor helps ensure clients have a solid foundation designed to protect their financial security through every stage of life.

ESTATE PLANNING
Taylor partners with clients and their professional advisors to create estate planning strategies that seek to preserve wealth and support long term goals. His approach focuses on thoughtful coordination—helping ensure that assets are structured efficiently, intentions are clearly documented, and plans are flexible enough to adapt as life changes.


CA Insurance License Number: 4062104. Resident State: TX.