A complete list of active advisors currently associated with Taurus Financial

Warmer can help you find a great advisor at Taurus Financial or one who fits your needs even better.

Taurus Financial serves individual investors — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, and business entities, managing roughly $162 million across about 90 client relationships with a three‑advisor team. The firm offers discretionary and non‑discretionary portfolio management, tiered financial planning packages, pension consulting, and a service to select third‑party sub‑advisers. The firm constructs an Investment Policy Statement for each client and uses fundamental, quantitative, and modern‑portfolio analysis to guide portfolio construction, often employing model allocations and discretionary authority. Investment implementation can include direct indexing (via Parametric), margin strategies (via a third‑party), long‑term equity positions, options trading, and the use of UITs, structured products and private placements, with specialized planning for technology/start‑up employees (equity compensation) and business owners. Distinctive features noted in the brochure include an affiliation with an accounting practice and advisers who are registered representatives of a broker‑dealer and licensed insurance agents, allowing them to offer commissionable investment and insurance products (a conflict the firm discloses and documents). The firm requires custody on its broker‑dealer platform (LPL Financial), directs clients to selected sub‑advisers for certain strategies, and recently expanded its product menu to add UITs, structured products, and formal selection-of-other‑advisers services.

To learn more about the advisors currently working at Taurus Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.