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Taylor A

Series 63, Series 66

Medford, OR

Diversify Advisory Services, LLC

Taylor Ashland is a financial advisor with Diversify Advisory Services, LLC in Medford, OR, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at DFPG Investments, Inc since 2017 and Parkland Securities from 2014 to 2017. Outside of advisory work, Ashland is an insurance agent with Ashland Pacific Benefits and serves as an expert witness on retirement planning matters. He also volunteered as a board member for the Oregon/SW Washington chapter of CCIM. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment strategies and platforms while offering services ranging from portfolio management to retirement plan education.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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