United Financial-America Inc

Tao Financial is a wealth management and financial planning firm that provides comprehensive financial guidance to individuals, business owners, and executives. Founded on principles of entrepreneurism, financial literacy, and community growth, the company emphasizes a fiduciary approach, ensuring clients' interests are always prioritized. Their services span investment management, personal and small-business financial planning, and specialized programs for group retirement plans and executive deferred compensation.

The firm prides itself on its "Whole Person Wealth Management" approach, offering dynamic financial plans that adapt to clients' changing lives and financial landscapes. They assist business leaders in navigating complex personal and business assets, and aim to empower employees through financial wellness education and understanding of benefits like 401(k)s and FSAs.

Tao Financial distinguishes itself through its transparent fee structure, operating independently without affiliation with broker-dealers or reliance on commissions. Their focus is solely on client success, leveraging extensive experience in institutional investments to provide disciplined wealth management strategies for their valued clients.