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Taylor Stewart
Obsessed with making financial planning better
✓
Verified advisor · CFP® · CRD 6740651
Kerdora
Founder · Founder
Macro Wealth Advisors, Inc.
A
Ataroke Wealth
Listed in People
Financial Advisor
AdvisorTech
Author
#347
LinkedIn rank
On Advicer, by followers
LinkedIn
Updated Oct 2026
1,687
followers
Message Taylor
Contact Taylor on LinkedIn
What I'm working on
Updated Oct 5, 2026
Building Kerdora
6
Tools in my stack
Kerdora
Financial Planning, Planning Light
Slant
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more
AdvicePay
Advisory Fee Billing
CurrentClient
Client Texting
Altruist
Custodial Platform
+1 more
Charles Schwab
Custodial Platform
0
Events coming up
3
Books, pods, letters
Embracing an Uncertain Retirement
Book · Author
Making the Most of Your Money
Podcast · Host
Better Planner
Podcast · Host
0
Things I'm open to
LinkedIn followers
1,687
+3
since Oct 2026
