A complete list of active advisors currently associated with Taylor & Associates

Warmer can help you find a great advisor at Taylor & Associates or one who fits your needs even better.

Taylor & Associates serves individuals, families, trusts, retirement plans and small business entities, offering investment advisory services, modular financial planning and ongoing portfolio monitoring. The firm also provides insurance products and advice under a separate individual insurance license, with insurance activities disclosed and conducted separately from its fee-based advisory services. The firm follows a long-term, buy-and-hold allocation approach using individual stocks and bonds, ETFs, no‑load mutual funds, REITs and variable annuity sub‑accounts, with periodic reviews and rebalancing. Uncommonly for its peer group, Taylor & Associates reports that it monitors roughly $18.22 million across 24 non‑discretionary accounts, so investment trades are made with client authorization rather than by discretionary authority. Noteworthy distinctions include the combination of fee advisory services with separately offered insurance work (the brochure discloses about ten hours per month devoted to insurance activity) and a solo-practitioner model that emphasizes personal contact and client control. The firm also discloses it will not exercise trading discretion or vote client proxies and provides reporting in multiple delivery formats, which may suit clients who prefer hands‑on decision‑making and documented recommendations.

To learn more about the advisors currently working at Taylor & Associates, 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.