#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 taught him something many advisors miss: we tend to undervalue our own ideas. It also taught him that waiting for clients to show up doesn’t work. After a year of slow growth, he realized the problem was fear—of showing up, of being seen, of failing. So he started sharing. Through podcasts, writing, and social media, he began to attract the right people by leading with value.

Taylor doesn’t measure success by revenue. In his words, “I don’t even know how much my firm makes.” He focuses on the impact—helping people make better financial decisions. Whether through planning or software, that mission drives everything he does. His advice to advisors who feel stuck is simple: “Just go create the problem. You’ll fix it.”

Listen now to learn how authentic positioning, value-based pricing, and showing up with purpose can reshape your advisory business.''

Taylor's Social and Websites:

https://www.linkedin.com/in/taylor-stewart/

x: @oTaylorStewart

https://www.parthean.com/

https://www.ataroke.com/