Preserving Health and Growing Wealth for Your Best Life
Financial Planning and Wealth Management for Today and Beyond
At HORAN Wealth, our primary focus is on doing what’s best for our clients. We offer a comprehensive range of services--including financial, retirement, and estate planning, as well as wealth and asset management--designed to help you live the life you deserve.
We believe that a quality life is built on a solid foundation of good health and true wealth. That’s why we partner with you to establish this foundation now and ensure it supports your success and well-being for years to come.
What matters most each and every day is helping our clients address some of life's greatest challenges. We provide planning and investment guidance to build wealth for your retirement and, ultimately, for the next generation. We design insurance products and services to mitigate the risk of living too long, dying too soon, or becoming disabled.
Wealth Management and Financial Planning Services for Individuals & Families
At HORAN Wealth, we are dedicated to you and your financial aspirations. Whether you’re focused on building wealth, planning your financial future, or managing risks, we’re right by your side. We can also assist you with planning for your family’s future, mitigating taxes, or preparing for retirement. Our team consistently works in your best interest, crafting strategies to help you achieve the financial present and future you desire.
Based on your goals and risk tolerance, we build strategies to help you grow, sustain, and preserve your wealth. Recognizing that long-term investment success relies on a forward-looking approach, we continuously monitor both your personal life changes and economic and market developments.
We offer personalized financial planning designed to transform your current situation into a clear roadmap toward your financial goals. Our financial planners take the time to understand your unique priorities. We then provide tailored strategies while tracking your progress to ensure you stay on target.
Insurance can act as a safety net, protecting you and your loved ones from unexpected events. With over 200 years of combined experience, our team is well-prepared to assist you with life, disability, and long-term care insurance, providing you with reliable support for the long haul.
We work closely with your team of attorneys, accountants, and tax professionals to create a tax-efficient strategy for transferring your assets. Our goal is to design a comprehensive plan that fulfills your wishes for asset distribution, family care, and minimizing tax liabilities.
Forecasting Social Security benefits is integral to financial and retirement planning. Our team provides the support you need to navigate the complexities of Social Security and maximize your benefits at every stage of life. We’re here to assist you throughout the entire process, including filing for your benefits.
HORAN Wealth by the Numbers
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Clients
*This number represents a combination of Regulatory Assets Under Management as well as assets for which we advise on but do not actively manage. Securities offered through HORAN Securities, Inc. a dually registered investment firm, member FINRA | SIPC. HORAN Wealth Management is the associated investment advisory firm. HORAN Wealth Management and HORAN Capital Advisors, LLC are both registered with the U.S. Securities and Exchange Commission.
Financial Planning & Advisory Services for Businesses
As a business owner or corporate executive, you’re often the one providing solutions. But who supports you in finding solutions to your own business challenges? HORAN Wealth offers business consultation, advisory services, and retirement planning to help you deliver meaningful benefits to your employees, attract and retain top talent, and manage health care costs effectively.
We streamline retirement planning for your workforce with customized solutions that fit your company’s culture, budget, and financial goals. Our approach not only enhances your employees’ retirement readiness but also supports your company’s financial health.
Attracting and retaining top-level executives involves unique challenges. HORAN Wealth crafts tailored benefits and incentive programs to meet these needs, providing industry-leading solutions in deferred compensation and extensive coverage options.
Ensuring the continuity of your business is vital for the well-being of your family, employees, and shareholders. HORAN Wealth develops succession strategies to keep your business thriving long after you step away.