Founded in 1994 by President Carolyn Person Taylor, Weatherly Asset Management is a fee-only registered investment advisory firm at 832 Camino Del Mar Suite 4, Del Mar, CA 92014. Taylor launched the practice after a career that spanned investment banking at Dean Witter Reynolds in New York, portfolio management at Neuberger & Berman on Wall Street, and a stint at Payden & Rygel in Los Angeles. The firm's name pays tribute to the 1962 America's Cup winning sailboat, reflecting a philosophy of navigating markets with precision and strategy. Weatherly manages approximately $1.3 billion in assets across more than 1,200 accounts, serving high-net-worth individuals, small businesses, pension plans, charitable organizations, and corporate clients. Every portfolio is custom built rather than modeled from industry templates, which means each client's investment strategy is individually constructed around specific financial and life goals. Services extend well beyond portfolio management to include retirement planning, tax planning, estate planning and wealth transfer guidance, philanthropic planning, college savings strategies, and options analysis. The firm operates Monday through Friday from 6 AM to 4 PM and requires appointments. Weatherly earned the 2023 Del Mar Village Association Small Business Spotlight and has been recognized nationally by Barron's and the Financial Times, while team members have been nominated for InvestmentNews Women to Watch and San Diego Magazine Pioneer of the Year awards. The office holds an A+ rating with the Better Business Bureau, where it has been accredited since 2004. Clients walking or biking along Camino Del Mar frequently stop in, and the team is active in the community through events like the Susan G. Komen 3-Day Walk and the DMVA Keep Del Mar Green cleanup. Neighboring financial professionals such as Del Mar Wealth Management add depth to the advisory corridor along the village's main street. Business owners looking for accounting support ahead of tax season can also find Lavelle & Associates, CPAs nearby in the Del Mar professional community.