Max Taylor, CPA

Senior Vice President, CPA, Financial Planning, Wealth Consultant

Professional

Max Taylor is a professional who brings over 20 years of real estate expertise, financial analysis, and asset management experience to his role. Max is a CPA and member of our Financial Planning and Business Consulting committee at Fi Plan partners. His insight brings a level of expertise not only to our client’s Financial Blueprints, but also in incorporating their entire net worth in their blueprint. Max has extensive knowledge in real estate after years of experience with two nationally recognized financial institutions.

We at Fi Plan Partners take great pride in working with our clients on their whole net worth as compared to just having money in the markets. One of the keys to success and financial wealth is to have a thorough Financial Blueprint which shows how all your assets can work together to help you achieve your dreams and goals. Max fully understands this and works diligently with our clients to have a full understanding of what their dreams and goals are for today and for the future.

Education

Max received his undergraduate and master’s degrees in finance from the University of Alabama. He is also a Certified Public Accountant and is a licensed Alabama Real Estate Broker.

Personal

Max resides in Vestavia Hills with his wife, Kelly, son, Ethan, and daughter Caroline. When not in the office, he can often be found at a local baseball field or basketball court with his kids. He enjoys going to the beach, boating, skiing, and college football.