A complete list of active advisors currently associated with Taylor & Taylor Financial Services

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

Taylor & Taylor Financial Services provides comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, while also advising corporations and trusts. Services described in the brochure include retirement planning, tax and estate planning, risk management, and portfolio management across mutual funds, ETFs, stocks, bonds and certificates of deposit. The firm uses a comprehensive planning process that gathers clients’ financial information to develop individualized plans intended to meet long-term goals. It operates on a fee-only basis, charging either hourly or percentage-of-assets fees, and may manage client accounts on a discretionary basis. Noteworthy features include the firm’s long operating history and the principal’s CFP credential combined with a very small scale of operations — approximately $800,000 in assets under management and a reported two clients — which is atypical for independent advisory practices. Operational details clients should consider include the firm’s policy not to vote client proxies, disclosure that the adviser may trade for its own account, and its stated emphasis on privacy and record retention.

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