Who we are:
HoganTaylor Wealth is a fee-only wealth management & financial planning/consulting firm. As a fee-only firm, our compensation comes directly from our clients. We operate without commission, referral, or soft-dollar arrangements to ensure that our interests are aligned with those of our clients. Our fiduciary duty to clients is paramount.
HoganTaylor Wealth is an SEC Registered Investment Adviser and subsidiary of HoganTaylor LLP, a public accounting firm, headquartered in Tulsa, Oklahoma with an additional office in Oklahoma City. HoganTaylor Wealth provides services to individuals, trusts, businesses, estates, and charitable organizations.
What we do:
Asset Management
Our investment philosophy is based on academic research; we do not predict the direction of markets or the performance of specific securities. Instead of convincing clients of our superior investment foresight, we concentrate on more manageable determinants of portfolio returns: diversification, cost reduction, tax efficiency, and long-term discipline. Our clients’ unique goals, time horizon, risk tolerance, external investments, and income sources help us build and manage customized investment portfolios.
Financial Planning & Consulting Services
We offer a broad range of services to meet our clients’ personal financial objectives. We work collaboratively with external investment advisors, attorneys and other professionals to coordinate all aspects of a client’s financial plan. Services and areas of concentration include: defined contribution plans, executive planning, legacy planning, charitable & planned giving strategies, retirement planning, sudden wealth, social security planning, insurance consulting, education funding, investment advice/education, estate planning, and income tax planning.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 2222 South Utica Pl., Ste. 200, Tulsa,ok 74114,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.hogantaylorwealth.com
- Keywords
- Wealth Management, Retirement Planning, Charitable & Planned Giving, Retirement Planning, Investment Advice/Education, Social Security Planning, Insurance Consulting, Education Funding, Investment Advice/Education, Estate Planning, Income Tax Planning, Qualified Plan Consulting.
- HQ
- Tulsa, OK
Hogantaylor Wealth Questions
Hogantaylor Wealth's website is http://www.hogantaylorwealth.com
Hogantaylor Wealth's LinkedIn profile is https://www.linkedin.com/company/hogantaylor-wealth
Hogantaylor Wealth has
6 employees.
View email and phone details for 6
employees at Hogantaylor Wealth.
Hogantaylor Wealth's industry is
Financial Services
Hogantaylor Wealth's top competitors are
Hogantaylor Talent,
Grace Capital Management, Llc,
Align Wealth Management,
Tungsten Wealth Management,
Hogantaylor,
Amtra Capital Partners, Inc.,
Burkholder Wealth Management,
Scissortail Wealth Management,
Arrow Investment Management Llc,
Grace Capital.
Hogantaylor Wealth's categories are Financial Services
Hogantaylor Wealth's founding year is 2002
