In these times of economic uncertainty, a well-planned wealth management strategy is more important than ever. Through our affiliate, HT Disciplined Investments, HoganTaylor’s clients 
receive the benefit of an integrated approach to financial and wealth management, taking into account tax, traditional investment and financial planning services.

Our integrated solution coordinates advisor activity to ensure all involved parties are working toward a singular plan.

As a Registered Investment Advisor, HT Disciplined Investments takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, they operate on a fee-only basis to ensure everyone’s interests are always aligned with those of the client. And because each client is unique, each relationship is tailored to meet the client’s needs, and can range from hourly consulting to comprehensive wealth management services. To maintain our objectivity, HT Disciplined Investments is compensated directly by the client.