HOLISTIC PLANNING

Our Approach to Your Success

As your business grows, your demand for talented advisory professionals grows with it. As business owners, we often surround ourselves with multiple advisors, each specializing in a specific area. Generally, it is up to the business owner to then apply all of this advice and information. This results in a fragmented business plan and owners spend more time working on their business, instead of growing their business.

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TBH Financial has created a solution to this problem by utilizing a holistic approach to ensure each area of consideration is aligned to optimize efficiency and produce a comprehensive plan.

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We coordinate with our strategic partners to analyze and streamline all aspects of your plan including without limitation, cash management, investments, business succession planning, life and health insurance, tax strategies, employee and executive benefits, retirement asset accumulation, and more.

 
TAYLOR B. HODGES

TBH FINANCIAL FOUNDER & CEO

Financial Advisor

Taylor Hodges specializes in the areas of business financial planning, business succession planning, estate and tax planning and investment portfolio management. He enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to their specific goals and objectives.

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After graduating from Florida State University, Taylor began his career in personal and business financial planning at a boutique firm in Tallahassee, Florida as a registered investment advisor, where he spent more than 7 years helping businesses and business owners develop and implement custom-made financial strategies to complement their business goals. Upon leaving the boutique planning firm in early 2016, Taylor decided to partner with Latitude Advisors, LLC, a national investment advisory firm, and opened the doors to TBH Financial, LLC, a full-service business financial planning firm.

Taylor is an active member in the Young Men’s Business League. He organizes annual charity fundraising events and regularly volunteers his time at the Austin Sunshine Camps for underprivileged children.


Taylor and his fiance, Kylee, love to travel and spend as much time as possible outdoors with their two dogs, Georgia and Basel. His other interests include Crossfit, golf, traveling and anything Florida State Football related.

Securities offered through GWN Securities, Inc. Member FINRA & SIPC. 11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.