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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, your family and your future.

At Taylor Financial Group, we believe you should understand everything that is happening with your money, and that we should be just as good about explaining investments as we are at making them.  More important, you deserve someone who understands you (and your family) and who will take the time to care.  Life is too short to worry about whether your financial advisor cares about you and your family or whether she has your back.

Before we do anything with your money, we are first going to get to know you and discuss what’s most important to you.  We’re going to discuss your goals, hopes and dreams.  We want to understand what you want to achieve with your money. And we want to know what keeps you up at night?  Is it planning for a child’s college education?  Is it worrying about your retirement?  We want to know!

Once we establish your goals and your dreams, we can then create a plan.  We will consider your income, spending, and yes, your investments, to build that plan.  Our goal is to help you live your life to the fullest and give you financial confidence.

This may be the first time for you, but it is not the first time for us.  Whether you are considering retiring, getting a buyout, or some other life transition, we have counseled many clients in your situation.  We have probably helped many people just like you.

We work with a wide variety of clients, including high net worth individuals and families, as well as small businesses.  But we specialize in helping women and their families by educating them and empowering them to take control of their future.  This is our passion!  Over the years, we’ve guided hundreds of women and their families through life’s major decisions.  We help women in all stages of life, including divorce, loss of a loved one, starting (or selling) a business, and planning their legacy.  If it is important to you, it is important to us. And, we are prepared to help you with whatever your needs may be.

We know that managing your wealth and planning for your future can be complicated.  So, we’re focused on adding convenience and simplicity to your lives.  We will always make sure you are educated on how we manage your money, and we make ourselves available to answer any questions you have.  We walk the journey with you so that you can feel confident about your future.

Whether you’re investing hundreds of thousands or millions, Taylor Financial Group is focused on helping you understand your wealth, and working together to figure out which plan works for you.  If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.  We promise to be different than the others.

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)?


How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact 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


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

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 Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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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 financial advisor or financial professional nearest you.

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

Investment Principles: Diversification Works

Published by Taylor Financial Group

In this clip from Debbie’s presentation at the Konica Minolta Headquarters, Debbie speaks about how diversification is a successful investment tool.  Read more

What Every Woman Should Know About Long ...

Published by Taylor Financial Group

Why should women plan for long-term care?  Because they are living longer than men and it is expensive!  Annual costs of common long-term care services can add up to anywhere from $43,000 to over $100,000.  How are you going to pay for it? Read more

Delay Filing So You Can Utilize This ...

Published by Taylor Financial Group (for women)

I know that many people count down the days until retirement. And even though I still have many long and exciting years ahead of me right here at Taylor Financial Group, my retirement daydreams sometimes dance around in my head. What about you? Read more

Market Commentary
Weekly Market Commentary March 12, 2018

Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses.

Stock prices fell on the announced resignation of President Trump’s economic advisor, Gary Cohn, a free-trade advocate in the administration. However, after the Trump administration indicated allies may receive exemptions from recent tariffs, the potential flexibility reassured markets, and the job numbers announced at the end of the week propelled them to a very strong finish.

Read more

Monthly Newsletter
March MPL: Retirement Planning

Published by Taylor Financial Group

Have you reviewed your financial plan 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.  Read more

Debra Taylor, CPA/PFS, JD Receives the ...

Franklin Lakes, NJ – January 11, 2018 – Women’s Choice Award® has announced that Debra Taylor, Wealth Manager and Founder of Taylor Financial Group has once again received the Women’s Choice Award for Financial Advisors. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary March 5, 2018


    After two positive weeks, stocks retreated on news the U.S. would impose tariffs on steel and aluminum imports. The S&P 500 shed 2.0%. The MSCI ACWI dropped 2.4%, and the Bloomberg BarCap Aggregate Bond Index was unchanged.

    Read more