• Hometown

    Alma, GA

  • Colleges

    University of Georgia

  • Certifications

    CFP®, CFA

  • Neighborhood


  • Office Location


John Taylor, CFP®, CFA


John joined Homrich Berg in 2007 after working for a firm in Athens, Georgia as a portfolio analyst. He was named a principal of the firm in 2017.

He attended the University of Georgia where he remains active in alumni events, sporting events, and supporting the UGA financial planning program through a variety of capacities including lectures, Microsoft Excel labs, and alumni advisory board membership.

John was named a FACS 100 Centennial Honoree by The College of Family and Consumer Sciences in 2017. The Honorees chosen embody conviction and commitment to the ideals of the college, and through vision and hard work have been instrumental in advancing the college’s ability to serve students and enrich lives through its mission at the University of Georgia. In 2020 John received the Distinguished Financial Planning Alumni Award from the University of Georgia’s Financial Planning program. The faculty chose John due to his record of significant achievements, several professional accomplishments, and career advancements since graduating.

John comes to work every day to educate people to make better financial decisions so they feel empowered to be the best possible stewards of their wealth.

Though he manages clients of all walks of life, he specializes in complex estate planning and charitable planning.

John enjoys golf, reading, hiking, and spending time with his wife and three young kids