Scottsdale, AZ Office

The Taylor Advisory Group is a state-registered investment adviser that manages roughly $95 million for about 60 clients, including individual and high‑net‑worth investors as well as trusts, estates and business clients. The firm provides discretionary investment management and financial planning, building portfolios using individual stocks and bonds as well as mutual funds and ETFs.

The firm’s investment approach emphasizes fundamental analysis and a primarily long‑term focus while allowing tactical trading for rebalancing or client needs, and it manages accounts on a discretionary basis consistent with client objectives. Taylor Advisory is the sponsor and portfolio manager of its own wrap fee program—bundling transaction costs with advisory fees—and does not currently offer non-wrap portfolio management options.

Distinctive features include that supervised persons at the firm are also licensed insurance professionals who may implement insurance recommendations and receive commissions separate from advisory fees, a conflict the firm discloses and documents in its policies. The firm also delivers client education beyond one‑on‑one advice, including workshops and multilingual educational content aimed at specific audiences, reflecting a broader educational outreach than many peers.