A complete list of active advisors currently associated with Taylor Financial Group, Inc.

Warmer can help you find a great advisor at Taylor Financial Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Taylor Financial Group, Inc., 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.