HoganTaylor Wealth

HoganTaylor Wealth

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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.

Photos from HoganTaylor's post 11/05/2025

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

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

Planning for the Future: Essential Steps for End-of-Life Preparation and Survivor Support 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.

Planning for the Future: Essential Steps for End-of-Life Preparation and Survivor Support This article stresses why having a comprehensive end-of-life plan and a Family Readiness Checklist can make a significant difference during challenging times.

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!

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 Tariff Uncertainty 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.

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

Five Key Tax Updates for 2025: What You Should Know 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.

Five Key Tax Updates for 2025: What You Should Know This article highlights the key tax updates for 2025.

Smart Year-End Tax Moves to Reduce Your 2024 Tax Bill 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.

Smart Year-End Tax Moves to Reduce Your 2024 Tax Bill This article explores valuable opportunities to implement tax strategies that could reduce your 2024 tax bill.

An IRA Withdrawal Strategy with Powerful Tax-Reducing Benefits 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.

An IRA Withdrawal Strategy with Powerful Tax-Reducing Benefits This article explains how certain taxpayers can lower taxable income by making Qualified Charitable Distributions from an IRA.

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Location

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