Taylor Nissi
On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.
Farther · White Plains, New York
Taylor Nissi is a fee-only financial advisor at Farther in White Plains, New York, who holds the CFP credential. Taylor charges a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Retirees
- Cross-border families
- HENRY (High Earners, Not Rich Yet)
- Executives
About
The Pleasant Street Wealth Advisors team is on a mission to help more people have confidence, peace of mind, and clarity in their financial life. When our clients reach that level of confidence and peace of mind in their financial life that they are free from financial worry and can spend more time and energy on the people and passions that bring them joy, we call that “Experiencing Your Wealth’s Possibilities.”
We are supported by Farther Finance. For modern wealth builders, Farther is the intelligent wealth company combining powerful technology and premier advisors to accelerate financial freedom.
Services
- Wealth Management
- Tax Strategy
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Retirement Planning
- Trust Services
- Stock Option Planning
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- Executive Compensation
- Family Office Services
- Individual Tax Services
- Insurance/Risk Management
- Portfolio Management
- Risk Management
- 401(k) & IRA Management
Facts
| Firm | Farther |
|---|---|
| Based in | White Plains, New York |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $100M - $500M |
| Firm founded | 2018 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Passive management · Blend of both · Active management |
| Firm size | 571 employees |
| Website | www.pleasantstreetwealth.com |
| Profile |
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Questions about Taylor
Is Taylor Nissi a fee-only financial advisor?
Yes. Taylor Nissi is listed in the public advisor directory (listed as fee-only).
How does Taylor charge for financial advice?
Taylor charges a percentage of assets and a flat fee or retainer.
Where is Taylor Nissi based?
Taylor Nissi is based in White Plains, New York.
What does Taylor specialize in?
Taylor's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, crypto & digital assets and sustainable & impact investing. Taylor works with ultra high net worth, high earners, founders, early-career professionals and pre-retirees.
What credentials does Taylor Nissi hold?
Taylor Nissi holds the CFP credential.
How much does Farther manage?
Farther reports $100M - $500M in assets under management.
How do I contact Taylor Nissi?
Through Taylor's website, www.pleasantstreetwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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