TAYLOR FINANCIAL GROUP, INC.

Overview

Taylor Financial Group, Inc. is an independent registered investment adviser founded in 2003 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management with a specific focus on individuals and small businesses. Its fee arrangements include percentage-of-AUM pricing alongside fixed-fee engagements. The adviser reports no active ESG investing program, is not registered as a multi-state adviser, and does not function as a capital allocator or pension consultant. Business activity centers on discretionary portfolio management and planning rather than operating third-party advisory subsidiaries or related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives