HoganTaylor Changes Name of Wealth Management Subsidiary

Tulsa, Okla.-based IPA 100 firm HoganTaylor LLP (FY19 net revenue of $51.6 million) is changing the name of its wealth management subsidiary from Disciplined Investments to HoganTaylor Wealth.

The fee-only management subsidiary has been doing business in Tulsa and Oklahoma City for more than a decade, with professionals in the firm’s Fayetteville, Ark., office as well.

“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,” says HoganTaylor CEO Randy Nail.

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