Taylor McDougal
Co-founder and Principal, Wealth Advisor, CIMA®, CPFA®
- Role
- Co-founder and Principal, Wealth Advisor at Forta Wealth Partners
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Taylor McDougal
Taylor brings experience from The Turner Group/Merrill Lynch, advising successful families, business owners, and institutions on building, managing, and transferring wealth. Taylor is known for blending analytical rigor with a highly personal advisory style, helping clients turn complexity into clarity as they anticipate key decisions, simplify challenges, and execute long-term strategies with confidence. Clients appreciate his dependability, thoughtful communication, and the sense of order he brings to their financial lives.Taylor holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations, reflecting advanced expertise in portfolio construction, risk management, and institutional plan consulting. Taylor is an Honors graduate of Kelley School of Business at Indiana University Indianapolis. He stays active through road and obstacle course races, various sports, and serving as a licensed IHSAA high school football official. He lives in Noblesville, Indiana with his wife and two children.
Experience
Co-founder and Principal, Wealth Advisor
Jan 2026 — Present
Education
Indiana University Indianapolis
Kelley School of Business Honors Program
Skills
- Powerpoint
- Microsoft Excel
- Leadership
- Microsoft Word
- Public Speaking
- Team Building
- Management
- Microsoft Office
- Sales
- Social Media
- Time Management
- Retail Sales
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