Taylor Financial Consulting

Taylor Financial Consulting provides portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and businesses, and supports account implementation through custodians such as Schwab Institutional and Pershing. The firm also uses third‑party programs from Buckingham Strategic Partners to deliver asset allocation, reporting and rebalancing services for client accounts.

The firm’s investment process emphasizes fundamental security analysis and a mix of short‑ and long‑term purchases, and it typically recommends mutual funds (load and no‑load), stocks and closed‑end funds using tools such as Morningstar and Moneytree. TFC manages client accounts on a non‑discretionary basis, meaning investment decisions require client authorization rather than being handled under discretionary trading authority.

TFC’s brochure discloses several atypical arrangements for a small independent adviser: it implements client guidance through Buckingham Strategic Partners’ Structured Investing Portfolio Services and Structured Investing Advantage (which provide SA funds, reporting, rebalancing and fee‑collection mechanisms), and the firm’s principal maintains separate businesses including an entity that sells gold and silver coins and bullion. The brochure also notes past affiliation with a broker‑dealer and ongoing receipt of educational and due‑diligence support from third‑party sponsors, rather than relying solely on proprietary products.