Taylor Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$408,993,742
Clients
498
Advisors
4
of 6 employees
About
Taylor Financial Group, Inc. provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities, primarily through a firm‑sponsored Taylor Financial Wrap Fee Program and separate financial planning engagements. The firm advises on mutual funds, ETFs, equities and fixed income, and also uses platforms such as Capital Bank & Trust/American Funds Service for some Simple IRA plans and may utilize variable annuities on a fee‑based basis.
The firm’s investment process combines fundamental, technical, and cyclical analysis and employs both long‑ and short‑term purchase strategies while constructing portfolios using institutional vehicles such as Dimensional Fund Advisors mutual funds. Accounts are managed on a discretionary basis with ongoing monitoring and at least annual reviews, and the firm permits the use of margin/borrowing in managed accounts where appropriate.
What is distinctive for a team firm of this size is that Taylor Financial acts as the sponsor of its own wrap fee program, offering a single bundled fee that covers management and transactional costs, and routinely directs custody and execution to specified custodians while aggregating trades for execution. The combination of a firm‑sponsored wrap program, the documented use of borrowing in managed accounts, access to institutional DFA products, and tailored Simple IRA solutions is less common among comparable team‑model advisory practices.
Client services
Expertise
Fee options
Financial planning services charged at $250/hour, negotiable based on complexity and scope.
Account minimum: $250,000 Fee-only: Financial planning services charged at $250/hour, negotiable based on complexity and scope.
Main office
3102 Brambleton Ave
Roanoke VA 24018
Advisors at this office
4
Most active in
Florida · Georgia · New Hampshire · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cassandra C
Series 66
Roanoke, VA
Taylor Financial Group, Inc.
Cassandra Martin is a financial advisor at Taylor Financial Group, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Capitol Family Office, and Northwestern Mutual Investment Services LLC. In addition to her advisory role, she is an independent licensed insurance agent specializing in life, accident, health, and variable life/annuity products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and employs a combination of fundamental, technical, and cyclical analysis, offering access to institutional-level mutual funds and a wrap fee program that integrates management and transaction costs.
John T
CFP®, Series 63, Series 65
Roanoke, VA
Taylor Financial Group, Inc.
John Taylor is a CFP® with 34 years of experience at Taylor Financial Group, Inc., where he has worked since 1992. He holds Series 63 and Series 65 licenses and is also an independent insurance agent selling fixed insurance products in Roanoke, VA. Taylor Financial Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm sponsors its own wrap fee program, combining fundamental, technical, and cyclical analysis with both long- and short-term strategies, and employs institutional investment vehicles such as Dimensional Fund Advisors mutual funds.
Jay A
CFP®
Roanoke, VA
Taylor Financial Group, Inc.
Jay Arce is a CFP® with nine years of industry experience, currently serving at Taylor Financial Group, Inc. since 2018. His prior experience includes work at Sonder Financial Advisors and H&R Block. Taylor Financial Group, Inc. provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios with institutional vehicles and offers a distinctive firm-sponsored wrap fee program that integrates management and transactional costs.
Marvin T
CFP®, Series 63
Roanoke, VA
Taylor Financial Group, Inc.
Marvin Taylor is a CFP® with 38 years of experience and has been with Taylor Financial Group, Inc. since 1986. He is based in Roanoke, VA, and also works as an independent insurance agent selling fixed insurance products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in client assets and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.
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