Accounting Today
2026 Top Firms by AUM
Investment management across public and private markets, tax strategy and transaction advisory, delivered by one team. Our CPAs, CFP® professionals and JDs work together so your entire financial picture is clear and planned for.
Investment management, tax planning, and transaction advisory all sit under one roof. You explain your situation once. The same team carries it from the first plan through every filing.
Private markets are where we do our deepest work, from both sides of the table. We advise owners selling their companies to private equity, and we source and diligence private equity, credit, real estate and infrastructure investments, as well as hedge funds, for qualified clients.
We structure portfolios across public and private markets, designed to meet the specific growth, income and principal preservation goals of each client. In investing, there is no one-size-fits-all.
Our CPAs and CFP® professionals build tax strategies intended to improve after-tax outcomes and preserve wealth. That can mean more money in your pocket, now and later.
Our transaction advisory team handles valuation, due diligence, tax-optimized deal structuring, sales to strategic and private equity buyers, and the investment management that follows a liquidity event. They stay on through each stage, so you are deciding with the whole picture in front of you.
Some of our clients sell their companies to private equity. Others invest in private equity funds. We advise on both. Seeing how sponsors buy, structure and exit a business shapes how we evaluate the funds we recommend to qualified clients.
Our transaction advisory team prepares owners for a private equity buyer: valuation, due diligence, deal structure and negotiation, through the close.
For qualified clients, we source and diligence private equity, credit, real estate and infrastructure investments ourselves, and size them alongside the public portfolio.
CPAs on staff structure the sale and review how each private investment is taxed before it is recommended.
Private investments are available only to qualified investors, may involve limited liquidity and heightened risk, and are not suitable for every client.
Portfolios built for preservation and growth, and sized to the risk you can actually carry.
Our Chief Investment Officer builds and monitors the portfolios in house. We do not buy them from a model provider.
Planning through the year rather than at filing time, intended to reduce what you owe.
CPAs on staff do the tax work, a Chief Tax Officer among them.
Illustration only. Not actual or hypothetical performance.
Valuation, structuring and negotiation with strategic and private equity buyers, all the way to the close.
Led by a CPA and attorney who heads the firm's transaction advisory group and holds the CVA valuation designation.
Income planning that accounts for inflation, healthcare and how you want to live.
The CFP® professionals who model this also hold the CRPC® designation.
Converting a short earning window into durable financial independence.
The same CPAs who build the plan file the returns, so the tax position and the strategy stay in step.
A personal CFO for families holding wealth across generations.
Compliance and client service sit with the same person, so neither gets handed off.
Whether you're preparing for a liquidity event, restructuring a portfolio, or simply want a second opinion on your financial position, we are glad to talk.
Rob is the President of TM Advisors, a regional wealth management firm specializing in tax, financial advisory and private investments. He has worked for nearly two decades as a CPA, an attorney and an investment advisor.
He is a Certified Valuation Analyst (CVA) and Certified in Financial Forensics (CFF).
Rob earned his Juris Doctor from Michigan State University College of Law and a Bachelor of Arts in Accounting and Economics from Alma College, where he played All-Conference basketball.
He leads the transaction advisory group at TM Advisors and is Managing Partner of Taylor Capital, a real estate investment fund headquartered in Charlotte.
Brett Long is the Chief Operating Officer of TM Advisors, where he runs the firm's business operations and looks after client relationships. He holds the same role at Taylor Capital.
Brett is a CFP® professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. His work covers investment analysis, financial modeling, tax planning, financing and retirement planning.
He graduated from Michigan State University in 2015 with a Bachelor of Arts in Finance, then spent nearly seven years as an investment advisor at a regional financial institution before joining TM Advisors.
Andrew Morgan, CPA, is the Chief Investment Officer of TM Advisors. He sets the firm's investment strategy, runs its investment analysis, manages portfolio risk and oversees capital allocation, including the evaluation of new opportunities.
He also advises on transactions, covering financial analysis, valuation, deal structuring and negotiation.
Andrew joined TM Advisors in 2020 after five years at a large regional investment firm in the Midwest, where he worked on transaction advisory and private investment analysis. He studied at Michigan State University and the London School of Economics, and became a Certified Public Accountant in 2017.
He is Chief Investment Officer for Taylor Capital, LLC as well, covering both stabilized and development opportunities.
Bryan Long, CFP®, is the Chief Development Officer of TM Advisors, where he leads the firm's growth and development.
He earned CFP® certification in 2020. His focus is private markets: private equity, private credit and private real estate.
Tom Taylor has spent more than 40 years in financial services and accounting, working with high-net-worth individuals and family offices on wealth preservation and growth.
He is Chief Tax Officer at Taylor Capital, LLC, handling tax strategy for its private real estate funds. That work runs through cost segregation, 1031 exchanges and opportunity zone investments.
Before TM Advisors, Tom founded Taylor & Morgan CPAs and spent decades as its Managing Partner, growing it from a single office into a multi-state firm. He began his career at Ernst & Young, then called Ernst & Ernst.
Tom belongs to the American Institute of CPAs and the Michigan Association of CPAs. The University of Michigan-Flint, where he graduated, named him Alumnus of the Year. He has served on its Citizens Advisory Committee and on the boards of several privately held corporations.
Brandon Taylor, CPA, is Tax & Finance Manager at TM Advisors, where he handles tax strategy for the firm's clients and its internal teams. His work covers complex tax planning, transaction analysis, due diligence and tax compliance for individuals, partnerships and investment entities.
Before joining TM Advisors, Brandon was a Senior Associate at PwC, advising private companies on the tax implications of corporate transactions, ownership changes and regulatory filings. He was part of PwC's national AI Champion program.
He is a licensed CPA in North Carolina and holds undergraduate and graduate degrees from UNC-Chapel Hill's Kenan-Flagler Business School.
Robert Quayle has been in the insurance finance business for over 40 years. He and his son Brett recently merged their company to form Taylor & Morgan, Quayle Financial.
Robert graduated from Bowling Green State University, where he majored in finance and marketing and played on the basketball team. He has been married to his wife Kathy for 30 years, and they have 3 children and 7 grandchildren. Outside work he is usually with his family or out on a golf course.
Brett Quayle is the youngest son of Robert Quayle, who founded Quayle Financial Group. For the past 10 years the two have worked together, keeping the familial feel the firm started with. Brett is a CERTIFIED FINANCIAL PLANNER® professional and also holds the CRPC® designation.
He graduated from Albion College in 2003 with a degree in Economics and Management, and was part of the Carl A. Gerstacker Program while he was there. Brett is married to his wife Amy and has three sons: Christopher, Bennett and Kyler.
Tracey Pannell is Director of Compliance and Client Services at TM Advisors, LLC, where she handles operational compliance and looks after clients.
She is also Compliance and Investor Relations Director at Taylor Capital, LLC, a private investment fund, where she oversees compliance and risk management and works directly with the fund's investors.
Before these roles, Tracey spent eight years at Taylor & Morgan CPAs in accounting, tax and finance.