Taylor Maks, CFP®, CIMA®
Partner & Wealth Advisor
Phone: 248-647-2400 ext. 241
Text: 248-487-1278
Fax: 248-647-1643
Email: taylor@stonebridgefinancialpartners.com
About Me
Taylor's first question to a new client rarely has anything to do with money; the real work starts with understanding what a client is actually building toward. The families and small business owners he works with are managing real financial complexity: tax decisions, business structures, and retirement timelines. Most of them would rather spend that energy on their business or their family. Taylor sees his role as the partner who absorbs that complexity, building a plan that stays on track without requiring his clients to become experts in it themselves.
Having grown up in a family where accountability and hard work were the expectations, Taylor learned early on that clear communication and showing up when things get complicated are what define true service. He brings a high-level strategic perspective to the firm, having studied business at Wake Forest and spent years as a management consultant in Washington, D.C prior to joining Stonebridge. This background provides him with a disciplined, process-driven mindset, yet he intentionally starts every new relationship with questions about a client's life long before he looks at their balance sheet.
A CERTIFIED FINANCIAL PLANNER® professional, Taylor holds his Series 7 and 66 registrations and has built his practice on being a steady presence during life’s most difficult transitions. While he handles the technical heavy lifting, he finds his most meaningful work in the “unplanned” moments—providing direction and calm after a layoff, a divorce, or the loss of a loved one. Now a resident of Royal Oak, Taylor spends his weekends with his wife, Paige, and their four sons. On a Saturday morning, you’ll likely find him on the golf course early or back home tending to a brisket on the smoker, all while maintaining a loyal (and often tested) dedication to Detroit sports.
Expertise & Focus
Business Owner Complexities & Unique Compensation Strategies
Licenses, Awards, & Recognitions
CFP® - Certified Financial Planner, Series 7 registration through LPL Financial; Series 66 registration through LPL Financial and NewEdge Advisors; and life, health and variable insurance licenses.
