Taylor Nissi, CFP®, CEPA Nissi

As Founder of Pleasant Street Wealth Advisors, I work with business owners and high-achieving professionals whose lives have become increasingly complex as their success has grown. Many are balancing thriving businesses, growing families, and competing priorities, all while trying to stay focused on what matters most. My role is to help align your wealth with your personal vision, so you can focus on your next adventure.

My mission is to help you make better decisions by understanding where you stand today, where you want to go, and the strategy required to bridge the gap. Some of life's biggest opportunities and challenges arrive without a roadmap. I provide perspective, help you think clearly, and ensure choices are driven by purpose rather than emotion. It is because of this that I often become your first call for life’s most exciting, important, and difficult moments.

My path into the financial services industry wasn't traditional. Before founding Pleasant Street Wealth Advisors, I spent years in the business world and experienced firsthand what happens when your livelihood, wealth, and future become interconnected. I understand the pressure that comes with managing not only your finances, but also a family, employees, and long-term goals. That experience continues to shape how I work with clients today: as a genuine partner who values trust, transparency, and thoughtful guidance.

What sets me apart is my ability to listen. Every client relationship begins with learning about your story and what truly drives you. I want to know what you're building, what you're facing, and the challenges that may be keeping you up at night. My job is to translate your complexity into clarity, so you can cut through the noise and make high-stakes decisions.

I call my planning process the Strategic Wealth Operating System. Rather than treating investments, taxes, estate planning, business planning, and risk management as separate conversations, I believe in an integrated approach where every aspect of your financial life works together toward a common objective. The result is a customized plan and portfolio that supports your business and personal needs as well as your greatest desires. Continuously monitoring all aspects of your plan, we’ll make necessary adjustments to ensure you stay on track throughout your financial journey.

I earned dual Bachelor of Arts degrees in Economics and Geosciences from Denison University. I am also actively involved in mentoring students at my alma mater and enjoy helping the next generation develop both personally and professionally.

Outside of the office, I enjoy spending time with my wife, Brittany, and our three children, Regan, Graham, and Tucker. As a family, we love being outdoors whenever possible. I also enjoy golf, tennis, following sports, and spending time with friends.