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HoganTaylor Wealth

Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals.

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Get independent advice from a fee-only fiduciary

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Simplify finances with an integrated approach

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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.

Individual Solutions  Institution Solutions

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Wealth Management Solutions for Individuals

Wealth Management 

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.

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Wealth Management Solutions for Institutions

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.

Executive Planning

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.

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"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.”


—Todd Wisdom

    Chief Executive Officer, HoganTaylor Wealth

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Todd Wisdom

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Let’s work together.

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Talk to a Wealth Manager

Have a conversation with our experienced wealth management team. We listen, get to know you and your goals.

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We Take Your Goals to Heart
We find out what’s important to you and make it important to us. Our team creates a disciplined portfolio and plan, with your best interest at heart.

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Move Forward with Confidence
Now, you can rely on a team who helps you ensure your overall strategies are current, efficient, cost effective, and tailored to your unique financial and life goals, all of which leaves you or your organization with a higher probability of success.

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Ready to build a lasting legacy?

HoganTaylor Wealth professionals are available to answer any questions you may have and talk to you about what solutions are right for you.