Choice Wealth Partners was founded in 1993 by R. Lyndon Taylor. David S. Wilson came on board in 1997, and Zach Taylor joined in 2016. We pledge to assist you in every aspect of your financial life, provide you with options, and educate you about your choices.
“We want to make smarter financial choices with you, not for you.”
The Choice Wealth Partners name represents the firm’s approach. We listen to your goals first, find strategies, then educate you about your various options. We are independent so that we can be completely agnostic in our recommendations. We read the things others don’t read. We provide the options others don’t provide. If there is a creative strategy to achieve your objectives, we will uncover it.
We have held dozens of educational seminars at universities to help teach the public about financial matters, from basic budgeting and retirement planning to how to deal with market swings during periods of volatility. We also host HR training events at corporate locations to help empower employees, and we conduct hundreds of one-on-one meetings.
Founder & Financial Consultant
Investment Advisor Representative
Insurance Specialist, Paraplanner
Investment Advisor Representative
Client Services Advisor
Marketing Director
Choice Wealth Partners offers Securities through International Assets Advisory LLC (“IAA”), an Independent Registered Broker/Dealer – Member FINRA/SIPC. Investment Advisory Services are offered through International Assets Investment Management, LLC (“IAIM”), a SEC Registered Investment Advisor. IAA and IAIM are affiliated companies. Choice Wealth Partners is independent and unaffiliated with IAA and IAIM.
Registered Representatives may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
For information regarding your Financial Advisor, please visit: https://brokercheck.finra.org/
For Firm relationship information, please see: https://www.iaac.com/disclosures/form-crs/
Our goal is to assist our clients in every aspect of their financial lives. We provide the most personal service possible, thus earning a reputation for excellence in our industry. For each one of our clients, we strive to help them create financial stability, build security, and ultimately help them reach their goals for financial wealth. We are an independent firm with access to a multitude of strategies from dozens of different financial institutions. Our goal is your financial success.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Get in touch with Choice Wealth Partners today and get started on your financial plan.