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Your trusted Wealth Advisors in Tulsa

Navigate your financial future with clarity, confidence, and personalized guidance. 

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Serving individuals, families, and businesses in Tulsa

As Tulsa continues to grow and evolve, so do the financial needs of the individuals and families who call it home. HoganTaylor Wealth provides personalized guidance and long-term planning strategies designed to help you navigate opportunities, challenges, and life's most important transitions.

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How can HoganTaylor Wealth help you?

Your financial journey is personal. Whether you're planning for retirement, managing investments, preparing for a major transition, or creating a legacy for future generations, our Tulsa wealth advisors can help you navigate each decision with care. 

Wealth Management 
Holistic Financial Planning
Estate Planning

 

 

Outsourced Family Office
Business Sale or Succession
Endowments and Foundations

 

401(k) and Defined Contribution Plans
Executive Planning
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Meet the Wealth Management Team in Tulsa

 

Matt Bacon - 450 x 500-1

Matt Bacon

Wealth Partner
Brandon Biles - 450 x 500-1

Brandon Biles
CFP®

Senior Wealth Manager
Craig Canard - 450 x 500 (USE)

Craig Canard

Wealth Manager

Where to find us:

2222 S Utica Pl Suite 200

Tulsa, OK 74114

Directions

Phone: (918) 745-2333

 

 

Let’s work together.

1


Talk to a Wealth Manager

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

2


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.

3


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.

Talk To An Expert

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.