Investment Planning Counsel

Craig & Taylor Associates opened its doors in 1985 and is now one of the largest, independent financial and retirement planning firms in the National Capital Region. We create customized personal financial plans using the most sophisticated planning software to meet and maintain our clients financial independence and lifestyle goals. To implement the strategies recommended in our clients individualized financial plans, we offer independent advice on investment, risk coverage and estate planning solutions. Our strength is built upon a foundation of expertise, integrity, respect and trust. How very proud we are to say that our client base now spans multi-generations of families.