Tom Taylor, CPA

Current

Principal & Portfolio Manager at Chesapeake Financial Advisors
Partner at Taylor & Company LLC

Past

Corporate Finance Analyst at Legg Mason
Senior Auditor at Ernst & Young LLP

Education

Mount Saint Mary's College
Calvert Hall College High School

Recommended

5 people have recommended Tom

Connections

109 connections

Industry

Financial Services

Websites

Tom Taylor, CPA’s Summary

Core practice areas:
- Investment Advisor
- Comprehensive Financial Planning
- 401(k) & SIMPLE Plan Design
- Tax Preparation

Tom founded the firm in 1998 after having spent time as an Investment Banker with Legg Mason and Auditor with Ernst & Young. Tom leads the firm in it's mission to provide clients with sensible and unbiased investment advice and financial planning solutions in an environment where the interests of our clients always come first. Tom is a CPA and his value proposition for clients differentiates him from other advisors in that his approach is centered on fee-only financial advice and comprehensive tax planning. Tom believes marrying financial and tax advice with one advisor is critical for a successful and timely plan.

Chesapeake Financial Advisors offers a suite of advice designed to help our clients answer questions like, Can I retire today? Will my investments earn enough money over the next 30 years? Can I lower my mortgage payment and increase my monthly cash flow? What's the best company retirement plan for my business?

Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. With our assistance clients obtain an appropriate asset allocation strategy that considers investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short-term market fluctuations.

We are members of NAPFA, the National Association of Personal Financial Advisors and take a fiduciary oath in service to our clients.

Tom Taylor, CPA’s Specialties:

A typical client comes to me seeking independent financial planning, investment and tax advice. Many clients need assistance to rollover a 401(k) to an IRA, in preparing their tax returns and establishing and achieving financial goals. The Principals in our firm have extensive education and training coupled with over 30 years of investing and financial analysis experience. We rely on proprietary models for research of stocks, bonds, mutual funds and alternative investments.

Tom Taylor, CPA’s Experience

Principal & Portfolio Manager

Chesapeake Financial Advisors

(Investment Management industry)

May 1998 — Present (11 years 7 months)

•Founded firm in May 1998
•Fee-only registered investment advisor providing institutions and individuals with independent investment advice
•Operations include providing investment advice and portfolio construction and management on both a discretionary basis for high net worth individuals, families, trusts, corporations, institutions and pension/profit sharing plans.
•401(k) proposal, design, implementation and management
Partner

Taylor & Company LLC

(Privately Held; Accounting industry)

August 1996 — Present (13 years 4 months)

The sister company to Chespeake Financial Advisors, Taylor & Company is a Certified Public Accounting firm. We are a family owned firm located in Baltimore County and offer reasonable rates but more importantly we offer reliable and responsive service. We know that small business is family business and offer a suite of services to make your life easier and control cash flow. We offer…

•Individual and family income tax preparation
•Tax return preparation for corporations, partnerships, LLCs and sole proprietors
•Bookkeeping, payroll and accounting services
•Quickbooks expertise

We believe that a successful business starts with a great idea and is guided by principals with incredible work ethics. In order to carryout their vision they surround themselves with like-minded professionals that offer expertise in areas not core to the principals strengths. We offer that tax and accounting expertise in an environment where our client’s interests always come first.
Corporate Finance Analyst

Legg Mason

(Public Company; 1001-5000 employees; lm; Investment Banking industry)

May 1996 — August 1998 (2 years 4 months)

Investment Banking Analyst May 1996 – August 1998

•Acquired extensive transaction experience in common and preferred equity offerings, mergers & acquisitions and fairness opinions. Completed 22 transactions valued at approximately $1.4 billion.

•Developed integrated financial models. Highly proficient in various analytical valuation techniques including discounted cash flow, accretion/dilution analysis, capital asset pricing model, rate of return analyses, pro forma merger consequences, comparable companies’ analyses and comparable transaction analyses.

•Responsible for the day-to-day execution of two lead managed initial public offerings (IPO’s).

•Co-authored and developed a business plan in conjunction with equity research department personnel for corporate finance unit’s entry into a new industry. Co-authored two business plans for existing industry segments.
Senior Auditor

Ernst & Young LLP

(Privately Held; 5001-10,000 employees; Accounting industry)

June 1993 — May 1996 (3 years )

Senior Auditor– Financial Services Industry Group

•Planned, budgeted and executed financial statement audits for Fortune 500, multi-national SEC reporting corporations

•Trained, supervised and evaluated professional staff in a team environment.

•Advised client senior management on complex financial reporting, GAAP disclosure issues and reserve adequacy.

•Reviewed various SEC filings including Forms 10Q, 10K, registration statements and offering documents for IPO’s, shelf registrations and employee benefit plans.

Tom Taylor, CPA’s Education

Mount Saint Mary's College

BS , Finance & Accounting , 1989 — 1993
Calvert Hall College High School

1986 — 1989

Additional Information

Tom Taylor, CPA’s Websites:

Tom Taylor, CPA’s Groups:

National Association of Personal Financial Advisors (NAPFA), Maryland Association of Certified Public Accountants (MACPA), Knights of Columbus, Elks Club, Towson Golf and Country Club (Eagles Nest), Past-President Calvert Hall College Alumni Association