We Are TELEIOS Financial

Your local wealth management and financial planning firm located in Celina, Texas.

We help families, retirees, business owners, landowners, executives, W-2 professionals, social media influencers, and high-income households organize their financial life and make clearer decisions around retirement planning, investment management, insurance protection, business-owner planning, 1031 exchanges, DST education, land-sale planning, legacy-focused planning, and multigenerational wealth conversations.

Local, independent, legacy-focused planning for families stewarding what they’ve built, protecting what matters, and preparing the next generation to carry it forward.

Here, planning is built around real relationships, clear communication, and a commitment to do what is right, love people, and work humbly.

Our Mission

Meeting people where they are financially, to help them turn a hope for security into a path of achievable certainty.

Vision

In a day in age where relational integrity is fleeting, we believe in providing a service where trust is not an option; it is the foundation. This foundational piece is achieved by striving to always operate in concierge mindset of doing what is right, loving people and working humbly.

Through the use of research-based truths, paired with time tested strategies, we bring a 360-degree approach that is not only attainable but adaptable for every financial path in life.

Our goal is to provide our clients with an experience that they can passionately communicate to others.

In return we ask that our clients be faithful, available, and teachable.

Through motivation and encouragement, hope is revealed and being prepared is achieved.

Core Values

Do what is Right.

Love People.

Work Humbly.

~ Micah 6:8 ~

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Taylor Manning

Founding Partner - Financial Planner

My interest in the financial services industry began while I was in college, stemming from conversations I had with my dad. My father was very successful career wise but over the years had accumulated several different advisors and financial products. In essence, it seemed he had accrued a financial junk drawer with no plan and no real strategy behind them.

I saw a need to help my father and many more clients like him who have become too busy and overwhelmed with endless options and noise. To me, financial planning has never been about accumulating the most assets — it has been about developing options on your money.

Every client is unique with different priorities and goals. My core job is to understand those priorities first, then translate that into a plan that becomes the best fit for their needs. At the end of the day, it is my responsibility to serve my clients with their best interest in mind.

I am licensed to sell insurance in: TX, OK, OH, NJ and securities in: CA, CO, KS, MS, NJ, OH, OK, TX.

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC. Osaic is separately owned and any other entities and/or marketing names referenced here are independent of Osaic. This communication is strictly intended for individuals residing in CA, CO, KS, MS, NJ, OH, OK, TX.

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Guy Charles

Founding Partner - Financial Services Professional

My passion has always been people. Growing up in Celina, Texas, I developed a lens through which I run everything in my life — from my faith, to my family, to my business. I believe one must do what is right, love people, and work humbly; no matter what.

With over twenty years of experience in customer relations and small business, my commitment is to provide a personal relationship where clients feel cared for and heard. My goal is to help create a path where financial opportunities aren’t lost, left to chance, or forgotten.

This is achieved through understanding a client’s wants and fears first. Through that partnership, I am able to recommend research-based strategies designed not only to meet current needs, but future ones as well.

If I’m not in the office, you can usually find me in boots and jeans, spending time with my beautiful bride and our two daughters — and more than likely, cooking good food in old cast iron.

I am licensed to sell insurance in TX.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names referenced here are independent of Osaic Wealth.