Who We Are

Partnering with you to build meaningful wealth.

Wealth means more than a number. It means the time, freedom, and confidence to truly enjoy what you've built. The kind of wealth that truly satisfies.

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01 — Our Story

Our Story

Build Wealth Partners was created out of a simple realization. Even the most successful business owners reach a point where having the right partner makes all the difference.

Most of the business owners we talk to are doing well. Really well. But success brings complexity, and somewhere along the way the financial side of life starts to feel like it's not keeping up. The business is growing but the personal finances feel disconnected. Big decisions come up and there's nobody to call.

Growing their revenue but not truly building wealth. Working harder but not getting closer to the life they wanted.

We knew there had to be a better way.

So we created Build Wealth Partners. We work with you on both your business and your personal finances together, in one ongoing partnership, for one flat monthly fee, with no asset minimum, because the owners who need this most are the ones traditional advisors turn away. We show up consistently, get to know your whole situation, and help you make the right decisions as your business and your life grow.

The way we deliver it is the Owner's Financial Operating System: quarterly strategy reviews, weekly reserved time, and one coordinated plan for the business and the household.

02 — Our Values

Our Values

We believe wealth is more than money. It is time with family, confidence in the future, freedom to give generously, and the ability to focus on what matters most.

Family and Freedom

We help you build a life where your business works for you, not the other way around.

Integrity and Clarity

We say what we mean, do what we say, and never recommend something we wouldn't stand behind completely.

Generosity and Stewardship

We help you build enough to give freely, live fully, and leave something meaningful behind.

Partnership

We show up, learn your whole situation, and grow alongside you as your business and life evolve.

03 — Who's In Your Corner

Co-Founder

Addison Taylor, CFP®, AFC®

Addison brings something most financial advisors simply cannot offer. Real world experience running and growing businesses. Having served in nearly every business role from frontline operations to CFO, he understands the challenges business owners face because he has lived them firsthand.

Addison is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an Accredited Financial Counselor (AFC®), and he combines those credentials with hands-on business experience. He is passionate about helping people transform the way they think about their money and build the kind of life their hard work deserves.

04 — Next Step

Ready to See What's Possible?

If you have been carrying the financial side of your business and your life alone, you don't have to keep doing it by yourself. If you are ready to stop figuring it out alone and start building something real, we would love to have a conversation.

Build Wealth Partners, LLC is a registered investment adviser in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Nothing on this website should be construed as a solicitation to buy or sell any security, or as personalized investment, tax, or legal advice. Please consult your own advisors regarding your specific situation.