A complete list of active advisors currently associated with HoganTaylor Wealth

Warmer can help you find a great advisor at HoganTaylor Wealth or one who fits your needs even better.

HoganTaylor Wealth provides wealth management and investment advisory services to individuals (including high net worth clients), trusts, estates, businesses, retirement plans, and charitable organizations. Its offerings include discretionary and non-discretionary portfolio management, financial planning, and 3(21) retirement plan advisory services. The firm constructs customized portfolios that typically use low-cost mutual funds and ETFs as core holdings and applies both fundamental and technical analysis with a generally long-term orientation. HTW may also use individual securities, bonds and options contracts as part of client portfolios and discloses the use of derivatives in separately managed accounts, and it can allocate assets to unaffiliated independent managers when appropriate. HTW is majority owned by HoganTaylor LLP, an accounting firm, and the brochure describes routine coordination and referrals to affiliated accounting and tax specialists while noting clients are not required to use those services. The firm operates as a small team managing several hundred client relationships and roughly $593 million in assets, and it documents additional operational features such as retirement-plan fiduciary services and technology-supported client communications (including SMS notifications).

To learn more about the advisors currently working at HoganTaylor Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.