TULSA, Oklahoma, U.S. February 15, 2021 – PrimeGlobal member firm HoganTaylor LLP, one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, is pleased to announce that the wealth management subsidiary of the Firm will begin doing business as HoganTaylor Wealth.
HoganTaylor Wealth, formerly known as Disciplined Investments, specializes in a holistic approach to wealth management for individuals, families, and business owners. Along with the Firm’s other business advisors, HoganTaylor Wealth professionals coordinate their clients’ investment, tax, estate, and insurance protection issues.
“This name change solidifies the relationship between HoganTaylor and HoganTaylor Wealth. We wanted a name representative of the unified way wealth management fits within the HoganTaylor framework so that everyone would be aware of the additional services they may already be receiving as a result of that synergy.” Todd Wisdom, CEO of HoganTaylor Wealth,
HoganTaylor Wealth clients will not experience a change in their service. Current personnel assignments and methodology within the wealth management practice will not change.
The fee-only management subsidiary has been doing business in Tulsa and Oklahoma City for more than a decade. Additionally, there are HoganTaylor Wealth professionals in the Firm’s Fayetteville, Ark. office.
“It’s an exciting time and we look forward to an even brighter future together. This new name makes it clear that, whether it's HoganTaylor, HoganTaylor Wealth, or HoganTaylor Technology, clients will receive the same level of service and the access to resources they would expect from a top 100 accounting firm.” Randy Nail, CEO of HoganTaylor
HoganTaylor LLP is one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, with offices in Tulsa, Oklahoma City, Little Rock and Northwest Arkansas. The Firm was formed out of a 2009 merger. In the years since, HoganTaylor has established its reputation as an innovative business advisory firm, increased its breadth of services, and more than doubled its size in terms of revenue and people. In 2019, the Firm ranked No. 91 on INSIDE Public Accounting’s list of the 100 largest CPA firms in the United States.Learn more