Templeton Advisors Partners & Leadership Team
In 1990, Steven Templeton left a large international firm to create something different: a firm that delivers the highest standard of client service with deep personal attention. More than three decades later, that founding vision still guides everything we do.
From a single office in Royal Palm Beach to a multi-office firm with 60+ professionals, Templeton has grown by earning trust – project by project, client by client.
Experts Who Think Beyond the Brief
While our team includes partners across tax, audit, family office, and advisory, what sets us apart is how we work – collaboratively, not in silos. No “new business department.” No handoffs. Just direct access to the people who will know your business inside and out.
You’ll meet your advisors on day one – and work with them throughout the relationship.
