• MEET OUR FOUNDER

    Learn how Debbie is committed to helping align clients’ wealth with their dreams.

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  • TAYLOR FINANCIAL GROUP

    Guiding clients on their journey towards well-being and a prosperous life.

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  • EXPERIENCE THE DIFFERENCE

    At Taylor Financial Group, from the moment you walk in the door, you are treated like family.

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  • WOMEN & INVESTING

    We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future.

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  • ACCOLADES

    Learn about the many accolades and awards Taylor Financial Group has been honored with throughout the years.

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About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ (Bergen County), founded by Debra Taylor, that specializes in and can act in a fiduciary capacity to high net worth families, independent women and small business owners. We have more than twenty years of experience in financial advising and wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and custom financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience.

We love what we do and are deeply committed to every single client. Because we serve less than 100 families, every client has a personal relationship with our team and they are all special to us.

Mission Statement: To guide our clients on their journey towards well-being and a prosperous life.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Located in Franklin Lakes, NJ, Taylor Financial Group, LLC is committed to helping our clients take charge of their financial future. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

WealthMatch

Because we know how difficult it is to navigate through the challenges that come with managing your wealth, we have customized our WealthMatch process to help align your wealth with your dreams. Learn more

High Net Worth Families

Most financial advisors provide wealth management and financial planning to a wide range of clients, but only a handful of advisors exclusively serve high net worth individuals and families.
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Financial Planning

Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Women & Investing

We are committed to advising independent, affluent women with life transitions and helping them understand their wealth and navigate their future. Learn More

Portfolio Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn More

Connect with Debbie

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Insights

Taylor Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Monthly Newsletter
February 2017: Tax Month

Published by Taylor Financial Group

We all know that tax time isn’t fun.  In fact, it can be frustrating and time consuming.  We have prepared  this short newsletter to help you to get organized for preparing your 2016 taxes and give you some ideas for 2017. Read more

Blog
What You Need to Know About the ...

Published by Taylor Financial Group

There has been much talk lately about the “Fiduciary Rule” and what it means to retirement investors and the industry. The Rule was set to go into effect in April, however, for now, the Rule is temporarily on hold until further examination.  Read more

Market Commentary
Weekly Market Commentary February 13, 2017

Despite a flat outlook on the market this week, President Trump was able to evoke a bullish sentiment, propelling all three major U.S. indices to new highs late in trading session. The S&P 500 ended the week up 0.81%, bested by the Dow Jones Industrial Average and the NASDAQ Composite which were up 0.99% and 1.19%, respectively. Read more

Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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News
Can I contribute to an IRA plan ...

Published by Taylor Financial Group

Q. Dear Debbie:  I participate in a 401(k) plan with my employer but I am also self-employed.  Can I contribute to an IRA plan while I am contributing to my 401(k)? Read more

Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

    Blog post
  • Why Own International & Small Cap Stocks

    Published by Taylor Financial Group

    By human nature, we tend to stick to what we know.  We take comfort in the familiar – one of the main reasons why some people struggle to try new things.  Likewise, investors often invest in what they know and are hesitant to put their money in the unfamiliar.  For example, investors are more likely to participate in domestic stocks over foreign stocks. Read more

    Weekly Market Commentary
  • Weekly Market Commentary February 6, 2017

    It was a busy week with a mix of economic data releases and corporate earnings reports for the markets to digest. Contrary to public anticipation, the economic news was better than expected as pending home sales brought surprise on the upside, along with strong purchasing manager’s index readings in the U.S. and Germany. Read more