Stephen A. Taylor, JD, CFP

Managing Advisor
Merited Wealth

Steve is an Attorney and Certified Financial Planner and is the owner of the firm Merited Wealth, LLC, a State of Florida Registered Investment Advisory firm. Steve has run his own businesses for over two decades. Prior to starting Merited Wealth, Steve was a practicing attorney assisting clients in various corporate matters and eventually becoming a Florida Bar Board Certified Elder Law attorney. In the early 2000’s, he assisted his wife in starting their business Bibbitec which developed the “Ultimate Bibwhich was featured on the ABC Show Shark Tank. He focuses his practice on those that “Do it for themselves”, partner level professionals, entrepreneurs and C Suite executives (Do It For Yourself | Podcast on Spotify). Steve’s extensive experience working with professional business owners as attorney and advisor over the past two decades, as well as owning two professional services businesses, gives him a unique perspective on how to start, grow and maximize the value of a “practice” by turning it into a “business.”

In his down time, Steve enjoys playing golf, biking with his family and getting his heart broken by the Florida Gators.