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. As a fee-only, independent fiduciary, we operate with a moral and ethical obligation to always do what is right for our clients.
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
Should You Digitize Your Tax and Financial Records?
Traditionally, important tax and financial records have been stored as hard copies in desk drawers, filing cabinets and safe deposit boxes. These days, however, it’s become increasingly popular and easy to digitize documents and store them electronically. Is this the right move for you?
Quarterly Market Review: Fourth Quarter 2022
2022 ended on a slightly positive note in what was an incredibly trying year for investors. Both domestically, globally and through equities as well as fixed income returns were muted or negative nearly across the board.
Are You at Risk for Investment Fraud?
Many perpetrators of investment fraud know how to push the right psychological buttons to entice their “marks” to buy worthless or nonexistent securities. You can mitigate the risks by asking a few questions, performing some research and consulting with trusted advisors.