Taylor Stewart, CFP®

Name: Taylor Stewart, CFP®
Address: 4304 Beaver Run Dr, McKinney, Texas, United States
Telephone: (214) 444-9351
Rating: 5

Stop wondering if you could be doing something better with your money

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Ataroke Wealth Taylor Stewart, CFP®

McKinney, TX

Serving Clients Nationwide

Stop wondering if you could be doing something better with your money

(214) 444-9351

Website

Areas of Focus

Estate Planning
Financial Life Planning
Investment Management
Retirement Planning
Taxes

About Taylor Stewart, CFP®

Hi, I'm Taylor Stewart. I'm a financial planner, wealth manager, and author.

I founded Ataroke Wealth based on two core beliefs.

The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.”

I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry.

I've had the privilege of growing up in the world of financial planning. As a child, I would tag along with my father, a financial advisor, and I can remember sitting in on my first client meeting when I was just a little taller than the table.

This industry has always held a special place in my heart. It's not just a job to me; it's a profession I deeply care about, shaped by a lifelong admiration. In fact, before becoming an advisor in 2016, I believed it was the second noblest profession, right after doctors.

However, I soon discovered that the rest of the world doesn't always share this sentiment. That bothered me, and it sparked the creation of Ataroke—a firm dedicated to putting the advice back into Advisor.

I’m grateful for the experiences that led to this point. I learned what an advisor has to say about money during countless conversations at the dinner table as a child. I learned what the textbooks had to say about money in college, earning undergraduate degrees in Accounting and Finance and a graduate degree in Accounting. I then learned what businesses had to say about money as an auditor at PwC, where I also learned how to think critically and skeptically. Finally, I learned the difference between what the textbooks and businesses say about money and what real people care about money as an Investment Advisor at Macro Wealth Advisors.

Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.

I consider myself fortunate to have found my professional purpose—helping people improve their relationship with money and make better financial decisions. Ataroke is my way of pursuing that purpose. I approach it just like I do my personal life—a continuous cycle of action, learning from failures, reflecting, and striving for improvement. Progress, not perfection, is my guiding principle.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®

Affiliations

Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
XY Planning Network

Primary Location

4304 beaver run drive

Video

Meeting Options

Video Conference
In-Person
Phone

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Compensation Methods

Advice-Only
Fee Only
Flat Fee
Hourly Rate
One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 15-minute introductory call if you’d like to learn more about how we can help you. I look forward to speaking with you.

Offers Investment Management

Yes

About Ataroke Wealth

At Ataroke Wealth, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales.

So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

What you should know about Ataroke Wealth

✔️ Fiduciary

We are always required to act in your best interest. Not sometimes. All the time. Unfortunately, this is not always the case in our industry.

✔️ Independent

We only work for you. We are not affiliated with any banks, brokerages, or insurance companies. This also means we are not restricted in how we can help you.

✔️ Credentialed

CFP® Professional

✔️ Fee-only

No sales. No commissions. No hidden fees. No kickbacks.
We are paid one way and one way only, by you.

We’re a librarian, not a library.

We know a lot, but we don’t know everything. And when we don’t know something, we’re pretty good at finding who does.

With access to a network of experts and advisors, we can find the person or company you knows what we need to know.

Education

B.B.A. in Accounting and Finance, University of Oklahoma | M.S.A. in Accounting, Southern Methodist University

Hobbies and Interests

Animals
Family
Golf
Tennis
Writing

SEC Lookup

View Disclosure

Who We Serve

Business Owners
Corporate Executives
Couples
Dual Income Family
Entrepreneurs
Gen Y / Millennials
Healthcare Professionals
Intergenerational Families
Living in Retirement
Parents
Special Needs
Young Families

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