Effective Game Plan
Effective Game Plan

Advance in Common Language
Advice in Common Language

StraightForward Fees
Straightforward Fees

We Proudly Serve the Following Areas

We proudly serve these areas: Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, and all across the United States.

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 

Tax SMART (Saving More After Retirement Taxes) Investing:

Our approach to saving more after retirement taxes and giving you the flexibility to decide your own path to retirement.  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 

Discover the right investment strategy for you.

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

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annually over the long-term (10+ years)?

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How to get started.

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1. Schedule an appointment

Meeting with us

2. Meet with us for a custom listening session

Personalized Strategy

3. Get your personalized strategy

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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.  Our founder, Debra Taylor, is a CPA and non-practicing attorney.  So, whether you are getting married, considering a buyout, or contemplating some other life transition, we have counseled many clients in your situation. Looking to retire? That’s our specialty!  We manage your money and plan your retirement so that you can pay less in taxes. And, less taxes means more money (and fun) for you and your heirs!

    We work with a wide variety of clients, including high net worth individuals and families, as well as small businesses.  We specialize in helping clients and their families by educating and empowering them to take control of their future.  This is our passion!  Over the years, we’ve guided hundreds of clients and their families through life’s major decisions.  We help clients 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. We are prepared to help you with whatever life throws your way.

    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.

    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 Location

    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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    Download one of our free guides.

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    4 Common Mistakes People Make With Their First Million
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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

    Market Commentary
    Market Commentary: Concerns About New Covid Variant ...

    Concerns about the Omicron variant raised the risk of additional lockdowns and contributed to a decline of more than 2% in the S&P 500 on the day after Thanksgiving. The COVID-19 variant, first detected in South Africa, triggered travel restrictions in the U.S. and Europe.

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    Charitable Reach
    Blog
    Expand Your Charitable Reach

    As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.

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    Video
    The Philosophy of Giving and Tax-Loss Harvesting

    Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.

    Read More
    Charitably Minded
    Monthly Newsletter
    Tools for the Charitably Minded: Donor-Advised Funds ...

    Each person’s relationship with charitable giving has an origin story. Maybe it was when your grandmother would cook dinner for people in your community who were less fortunate. Or you were required by parental contract to give up a certain percentage of your allowance to the church collection basket.

    Read More
    Blog post
    Weekly Market Commentary
    • Market Commentary: Retail Sales Rise as Supply Chain Issues Ease Ahead of Christmas Season

      U.S. retail sales surprised economists, rising 1.7% in October (Figure 1). Rising prices contributed 1% to the growth, and increased purchases generated the remaining 0.7%. Both the top-line and after-inflation rates were higher than pre-pandemic levels. Supply chain risks may have prompted consumers to kick off Christmas shopping early at internet retailers and stores selling electronics and appliances. Those two segments contributed to the strong results.Read more