Our Story

With more than 150 years collective experience working with and for hundreds of small and medium-sized businesses, the individuals who comprise TAP Financial Partners bring unique perspectives to each client relationship. Whether as peers, investors, or advisors, they have seen and helped navigate the challenges and opportunities that face companies at different stages of their evolution and are to poised to do the same for those within the TAP ecosystem.

That ecosystem is a community-based environment that not only includes our senior-level professionals but also specific strategic partners that provide additional expertise and services required by businesses looking to grow. Ever-evolving and focused on maximizing opportunities, the TAP network is a timely set of resources that can be deployed whenever and wherever necessary to fulfill mandates and achieve goals for those we partner with.

This all equates to a customizable matrix of products and services for growing businesses, implemented through a team-oriented approach, that will enable entrepreneurs and their ‘C-suite’ colleagues to fast-track strategies that lead to success.

In short, we’re here to leverage our capital (both human and monetary), resources, and contacts to bridge economies, industries, and deals that provide TAP clients what they need to reach higher levels.

We welcome you to become an integral and contributing partner within the TAP ecosystem so that we can take this journey together.