Get independent advice from a fee-only fiduciary
Simplify finances with an integrated approach
Plan a lasting legacy
Integrated wealth management strategies for individuals, families, and business owners.
When you’re focused on growing and retaining wealth, there are complex issues on your mind— investments, taxes, estate planning, insurance protection, family finances, and more. At HoganTaylor Wealth, we offer integrated services to simplify the needs of individuals, families, and business owners. HoganTaylor Wealth takes pride in serving clients as an independent fiduciary through holistic financial planning.
We work with you to ensure your overall strategies are current, efficient, cost effective, and tailored to your unique financial and life goals—leaving you and future generations with a higher probability of success.
Outsourced Family Office
HoganTaylor Wealth is here to help with a total outsourced solution for managing your family finances and investments. Outsource your family office to an experienced team of professionals who care about your success.
Financial Planning and Consulting
Enjoy peace of mind knowing your HoganTaylor Wealth team offers a broad range of services to create comprehensive financial plans. We take our fiduciary responsibility seriously. Without commission, referral, or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with your needs.
Endowment and Foundation
At your organization’s discretion, HoganTaylor Wealth may serve as consultants or as managers over investment funds, assisting you with creating and amending an Investment Policy Statement, searching for and selecting money managers, recommending security trades, and monitoring manager performance.
401(k) and Defined Contribution Plans
Your employees depend on you. You can depend on HoganTaylor Wealth to help you uphold your fiduciary obligation to your employees. We provide 401(k) services as a fiduciary and can assist with plan benchmarking, investment policy design, investment manager selection and oversight, vendor selection and more.
Corporate executives have limited time for financial planning. HoganTaylor Wealth provides executives assistance with organizing financial affairs, increasing retirement preparedness, and optimizing corporate benefits. In turn, companies benefit from increased executive productivity and retention. We meet with each executive quarterly to define financial goals, navigate options, assist in implementation, and monitor for changes.
"It's about helping clients meet their financial needs so they can leave a legacy."
“We help our clients think about wealth from a growth and retention standpoint — understanding how wealth needs to grow and be maintained through generations. Our team is here to help individuals and organizations move forward with confidence.”
Chief Executive Officer, HoganTaylor Wealth
Let’s work together.
Talk to a Wealth Manager
Have a conversation with our experienced wealth management team. We listen, get to know you and your goals.
We Take Your Goals to Heart
Move Forward with Confidence
Wealth Thought Leadership
How to Handle a Financial Windfall Wisely
A financial windfall can be a blessing or a curse, depending on how you manage it. Whether you receive a large inheritance, sell a business, win the lottery, or get a legal settlement, you need to be careful with your sudden wealth. Here are some tips on how to avoid common mistakes and make the most of your windfall, as well as what to expect in terms of taxes.
Plan Wisely for Your Health Savings Account (HSA) in 2024
The IRS has recently unveiled important updates for Health Savings Accounts (HSAs) in 2024. HSAs continue to be a smart choice for those who want to manage their healthcare costs efficiently while enjoying valuable tax benefits. Let's explore what HSAs are, their benefits, requirements, and the key figures you need to know for 2024.
Your Estate Plan: Incorporating Income Tax Planning
Due to the current estate tax exemption amount of $12.92 million in 2023, the concern over federal estate tax has diminished for many individuals. Unlike before 2011 when a lower exemption amount led to widespread efforts to avoid estate tax, the substantial exemption now allows for greater focus on income tax planning for your heirs.