• MEET OUR FOUNDER

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

    Learn more
  • TAYLOR FINANCIAL GROUP

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

    Explore our approach
  • EXPERIENCE THE DIFFERENCE

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

    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
  • ACCOLADES

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

    Learn More

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +
Next

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.

Read more

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.

Read more

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.

Read more

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.
Learn more

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

Please provide your name and email and we will have a member of our team contact you.

First Name*

Last Name*

Email*

Phone Number*

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

Blog
Why Your Portfolio Doesn’t Have the ...

Published by Taylor Financial Group

You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average.  Maybe you are wondering, if the Dow’s performance is up nearly 6.2% year-to-date and hitting record highs, why isn’t your portfolio reflecting the same thing?  The answer is simple, your portfolio does not look like the Dow.  Nor does the Standard & Poor’s 500 Index or the NASDAQ.  In fact, the exceptional performance of the Dow is due to just a few stocks held within the 30 components of the Dow.  Read more

Market Commentary
Weekly Market Commentary March 20, 2017

After a quiet beginning to the week, the markets reacted to the expected interest rate hike with stocks soaring and Treasury yields falling. According to the meeting, the Fed’s stance on further rate hikes has changed, taking on a more dovish stance with no more than two additional rate increases this year. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Monthly Newsletter
March 2017: Retirement Planning

Published by Taylor Financial Group

Have you discussed your financial plan with us to determine if you are on track to meet your retirement goals? Creating a Financial Plan is an important first step to protect yourself and your family, and we have been working with many clients in this area with lots of success. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

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

    Blog post
  • 2017 Tax Season Scams You Should Be Aware Of

    Published by Taylor Financial Group

    Each year, the IRS releases a list of the top most common tax scams they have encountered.  Being aware of these scams can help you avoid becoming a victim.   The damage caused from falling victim to a scam can take years to correct.  In addition, you can experience significant financial losses, and destruction to your credit.  We discuss below some of the more common scams.  Read more

    Weekly Market Commentary
  • Weekly Market Commentary: March 13, 2017

    Equity markets remained calm for most of the week, digesting the employment report without much fanfare. According to Automatic Data Processing (ADP), a human resources and payroll company, private payrolls increased 298,000 against an expected 190,000. This was the strongest monthly increase in nearly three years.

    Read more