HoganTaylor Wealth

HoganTaylor Wealth HoganTaylor Wealth is a fee-only wealth management firm and subsidiary of HoganTaylor LLP.

HoganTaylor Wealth is a fee-only wealth management & financial planning/consulting firm that provides services to individuals, trusts, businesses, estates, and charitable organizations. HoganTaylor Wealth is headquartered in Tulsa, Okla., with an additional office in Oklahoma City and Fayetteville, Ark.

What an amazing day serving alongside our HT teammates across offices and communities!
11/05/2025

What an amazing day serving alongside our HT teammates across offices and communities!

We are thrilled to share that HoganTaylor Wealth has been named a Top Firm by Assets Under Management!This recognition r...
06/11/2025

We are thrilled to share that HoganTaylor Wealth has been named a Top Firm by Assets Under Management!

This recognition reflects our ongoing commitment to helping each and every client pursue their financial goals with clarity and confidence.

Thank you for your continued trust and support!

HoganTaylor Wealth was recently recognized as a Top Firm in 2025 by Assets Under Management (AUM) according to Accounting Today.

Planning for the future isn't always easy, but it's one of the most important gifts you can give your loved ones. Explor...
05/19/2025

Planning for the future isn't always easy, but it's one of the most important gifts you can give your loved ones. Explore these essential steps for end-of-life planning and help prepare your family for what comes next.

This article stresses why having a comprehensive end-of-life plan and a Family Readiness Checklist can make a significant difference during challenging times.

Join us in celebrating Austin Bryan on his recognition as an NWA Emerging Leader of the Year by the Rogers Lowell Chambe...
03/14/2025

Join us in celebrating Austin Bryan on his recognition as an NWA Emerging Leader of the Year by the Rogers Lowell Chamber! This award reflects Austin's dedication and commitment to making a meaningful impact in his community. Congratulations, Austin!

Join us in welcoming Craig Canard to HoganTaylor Wealth! With over 20 years of experience in financial services, Craig b...
03/04/2025

Join us in welcoming Craig Canard to HoganTaylor Wealth! With over 20 years of experience in financial services, Craig brings a wealth of knowledge and expertise to our team. We're thrilled to have him on board and look forward to the impact he'll make.

Navigating tax season doesn't have to be stressful. Discover a few new tips to ensure a hassle-free filing experience.  ...
02/14/2025

Navigating tax season doesn't have to be stressful. Discover a few new tips to ensure a hassle-free filing experience.

This article reveals tax tips and tricks to ensure a hassle-free filing experience.

Following the recent presidential election, some investors have grown concerned about the potential for new tariffs. Exp...
02/13/2025

Following the recent presidential election, some investors have grown concerned about the potential for new tariffs. Explore additional insights so you can remain informed and make proactive decisions today.

This article discusses investors concern about the potential for new tariffs.

Are you familiar with the key tax changes for 2025? Understanding these updates now can help you plan more effectively a...
01/21/2025

Are you familiar with the key tax changes for 2025? Understanding these updates now can help you plan more effectively and optimize your tax savings.

This article highlights the key tax updates for 2025.

Did you know a business valuation can be a multipurpose tool? Learn how a valuation can help you make informed decisions...
12/13/2024

Did you know a business valuation can be a multipurpose tool? Learn how a valuation can help you make informed decisions about growth, financing, and long-term planning.

This article explores the strategic advantages of business valuations and how they can help you elevate your business.

Did you know there is still time to reduce your 2024 tax bill? Explore a few different tax strategies to implement befor...
11/14/2024

Did you know there is still time to reduce your 2024 tax bill? Explore a few different tax strategies to implement before the end of the year.

This article explores valuable opportunities to implement tax strategies that could reduce your 2024 tax bill.

Did you know you can lower your taxable income by making Qualified Charitable Distributions from an IRA? Ensure your QCD...
10/15/2024

Did you know you can lower your taxable income by making Qualified Charitable Distributions from an IRA? Ensure your QCD is executed correctly and aligns with your tax-saving strategy.

This article explains how certain taxpayers can lower taxable income by making Qualified Charitable Distributions from an IRA.

Address

2222 South Utica Place , Ste. 200
Tulsa, OK
74114

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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