#126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart
Taylor Stewart didn’t set out to build software. He created a simple spreadsheet to help with his own planning, and it quickly caught the attention of other advisors. When one offered to buy it, he named a price that felt too high—and they said yes without hesitation. That moment sparked the creation of Income Mapper, and later, the tools that would become the foundation of Partheon, where Taylor now leads financial advice. He also runs his own fee-only firm, Adaroke Wealth.
As a second-generation advisor, Taylor grew up watching his father build a traditional AUM practice. His experience…
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