Taylor Advisory Group

Hyun Soo Lee is a financial advisor with Taylor Advisory Group in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at OM Pacific Capital, LLC since 2016. Outside of advising, he is the sole owner of SV Capital LLC, a business focused on developing artificial intelligence software. Taylor Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a fundamentally driven, long-term investment approach with customized portfolios and continuous client contact, operating primarily through a bundled wrap-fee program for portfolio management.

Philip Taylor is a financial advisor at Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Whitehall-Parker Securities, Inc. since 2016 and One Source Health & Wealth Management since 2015. Taylor also spends several hours weekly involved with the Stornetta Insurance Agency, focusing on life insurance and fixed annuity sales. Taylor Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a fundamentally driven, long-term investment approach with customized portfolios and offers its services primarily through a bundled wrap-fee program, where it acts as both sponsor and portfolio manager.