Tod M. Taylor, ChFC, RICP®

Tod M. Taylor, ChFC, RICP®
Business and Personal Wealth Advisor


Tod Taylor, ChFC, RICP® has been helping clients though a comprehensive Financial Planning approach for the past 19 years. Tod’s focus is on increasing the liquidity, use, and control of his clients’ money while addressing their cash flow, protection, tax, and retirement goals.

Tod is a Chartered Financial Consultant (ChFC), a professional designation that focuses on meeting the advanced financial planning needs of individuals, professionals and small business owners, offered through the American College in Bryn Mawr, Pennsylvania.

Tod is married to his wife, Barbara and has two daughters, Cassidy and Rachel and resides in Traverse City. He enjoys skiing, kayaking, and outdoor adventure travel.