TAYLORS FINANCIAL

Overview

Taylors Financial is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory model combines percentage-of-AUM and fixed-fee billing and relies on discretionary authority for the majority of client relationships. Investment activity skews toward pooled public funds: the firm’s filings show a strong preference for mutual funds and other public fund vehicles, which dominate the asset mix. At the same time, Taylors Financial supplements public fund exposure with third-party alternative allocations — specifically private placements and real estate — suggesting a willingness to add illiquid, return-enhancing strategies when appropriate. The adviser does not identify as an active ESG investor and is not marked as a multi-state adviser in its filing. Taylors Financial maintains a professional relationship with accounting firms as part of its business affiliations, which can support tax-aware planning and reporting for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices