TAYLOR FINANCIAL, LLC

Overview

Taylor Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individuals and families. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses. Compensation is a mix of percentage-of-AUM fees and hourly charges. The adviser identifies itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. It appears to operate from a single office and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives