Taylor Financial Group, Inc.

Overview

Taylor Financial Group, Inc. is an independent, SEC-registered registered investment adviser that has operated since 2003. The firm is organized as a corporation under individual ownership and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-AUM fee schedule supplemented by fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator. Its practice model centers on discretionary portfolio management rather than manager-of-managers allocation.

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Location & Offices