Who We Are, and Why We Do Things Differently
Redefining Wealth Planning Through Transparency and Strategy
9Dot Wealth is a flat-fee financial planning firm specializing in retirement income design, legacy planning, advanced risk management, and portfolio stress testing under real-world market conditions. We deliver a high credibility, strategy-driven experience that stands apart from traditional percentage-based advisors by offering data-informed, deeply personalized guidance built entirely around each client’s goals.
Strategic Thinking for a New Financial Reality
A core part of our value lies in out-of-the-box strategic thinking. We provide insights and wealth-building strategies tailored for today’s realities, including persistent inflation, concentrated markets, and shifting wealth dynamics. By adapting approaches once reserved for ultra high net worth investors, we empower individuals and families to think bigger, move smarter, and position themselves to win.
Our Value Framework
Founder-Led Vision
Built by Zachary Ellis Taylor, blending decades of experience across markets, lending, and wealth strategy.
Aligned Incentives
No asset-based fees. Each plan is designed to serve the client’s goals rather than an advisor’s compensation structure.
Long-Term Vision
A forward-looking blueprint for navigating complexity and building durable, multi-generational wealth through disciplined, strategic planning.