Holli Taylor’s philosophy is simple: create a comfortable, welcoming environment where clients feel at ease and can trust that their needs will be heard. She’s all about providing a highly tailored, boutique experience for every client. Whether clients are preparing for retirement, navigating major life changes, or simply trying to better understand their finances, Holli is committed to making them feel special and supported from the moment they walk through her door.
With over 23 years of experience in the financial services industry, Holli brings a deep understanding of financial planning and a genuine passion for helping people achieve their goals. She loves working directly with people to make their financial lives better.
Holli has always had an interest in finance. Unique to the industry, her passion and education go back to a degree in finance from Oklahoma State University. She began her career in banking as a financial analyst. When the bank asked if she would consider becoming a wealth management adviser, she embraced the opportunity. Soon after obtaining her licenses in 2001, she began her career with PrimeVest’s bank brokerage division. At this time, she realized working with both people and numbers was her true strength. That discovery set her on a path to helping thousands of clients navigate their financial journeys and retire with confidence.
She spent several years working in the bank’s brokerage firm before teaming up with Kellie Basden in 2007 and co-founding Taylor Basden & Associates. Over the next 16 years, they built a successful practice focusing on retirement planning and helping individuals meet their wealth management goals. When the time came for Kellie to transition out of the firm, Holli took over full ownership and in 2024 rebranded to Market Wealth Management.
Holli loves having the flexibility to be creative and tailor her business to the unique needs of each client. She gets to focus on what she loves most: meeting with people, learning about their lives, and helping them make sense of the financial pieces they bring to her.
Beyond her financial work, Holli is actively involved in her local church, where she teaches classes. Her dedication to serving others, both personally and professionally, continues to fuel her commitment to her clients. Every day, she looks forward to helping more individuals and families achieve their dreams through thoughtful retirement and
financial planning.
In an industry where personalized service matters more than ever, Holli is proud to offer a personalized, boutique experience that truly centers people—and she’s just getting started.