HoganTaylor Announces Name Change for Wealth Management Subsidiary
Member News
February 17, 2021 - HoganTaylor LLPTULSA, 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
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HoganTaylor LLP
HoganTaylor LLP is one of the largest business advisory and public accounting firms in Oklahoma and Arkansas. The Firm has more than 300 employees and provides tax, assurance, risk, business advisory, accounting, technology and many specialty and industry-focused services. HoganTaylor is an independent member firm of PrimeGlobal, one of the five largest associations of independent accounting firms in the world.
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