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75-Year Journey:
Discover HORAN Wealth!

Client Spotlight:
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Wealth Management and Financial Planning Services for Individuals & Families

At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved.

Wealth Management

Our goal is to help position our clients to grow, sustain and safeguard their wealth. Investment success is measured over time—not in a single trade. Economic, market, and investor changes all require continuous and prudent asset positioning with disciplined security selection.

Financial Planning

Comprehensive financial planning helps individuals understand their current financial situation and the key risks associated with their long-term goals. Individuals and families with complex, or newly developed, income and asset structures need an expert partner to provide suitable recommendations, and our team can carefully chart your course. We deliver comprehensive recommendations structured to give you objective and unbiased insights.

Life, Disability & Long-Term Care Insurance

Prepare and protect yourself and your loved ones by leveraging the bridge of insurance during times of need. Our team of experts has more than 200 years of collective experience, and we will meet you where you are and get you where you need to go. You can live with peace of mind and the knowledge that your family will be protected if the unexpected happens.

Estate & Tax Planning

Collaborate with your legal team to optimize your tax strategy and bring your legacy into focus. Personal legacies can be significantly impacted without proper estate and transfer planning. Estate planning and tax-efficient transfer of assets are necessary to provide for future generations, and charitable giving strategies enshrine a legacy and reduce tax burdens.

Social Security Benefits

Receive expert social security guidance to navigate through the maze of options. For individuals, our Social Security experts will assist in forecasting different strategies throughout your lifetime in order to maximize the benefits you receive, including spouses and dependents. In addition, we also assist in filing for your benefits. For institutional clients, we offer an educational seminar to help better inform your employees on their benefit options. We’re experienced in every detail of the process, from spousal to survivor benefits and non-covered pension plans.

HORAN Wealth by the Numbers

5,000+
Individuals protected
through life
insurance plans
$3.14 Billion*
Assets under management
and advisement,
collectively
3,000+
Cincinnati Area
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.

At HORAN Wealth, we know you are faced with the tremendous challenge of providing meaningful benefits for your employees to retain and attract top talent while balancing rising health care costs and an under-saved employee population.   

Retirement Plan Consulting

Plan design is the conversation between your corporate culture and your budget—understanding and properly prioritizing plan features to not only meet the needs of your plan participants but also your bottom line. We employ a qualitative as well as quantitative approach to retirement planning, assisting you in monitoring and managing your plan’s investment portfolio, and engaging with all your employees, regardless of age or income.

Executive Benefits

Improve recruitment and retention of top-tier professionals with executive-level benefits, retention, and incentive programs designed to delight your top-tier talent. Your organization will benefit from best-in-class products and solutions, including executive life, disability, deferred compensation, long-term care, and business insurance. These benefits are designed to protect and drive business for the highest-level executives.

Business Succession Planning

Build a well-crafted succession plan using life insurance to guarantee continuity for a seamless transition of leadership and ownership of your business venture, even in an employee-owned operation. Your organization will benefit from our vast outside network of top industry experts, including banks, attorneys, and CPAs, bringing an additional layer of support to solve the most complicated succession plans.

Insights

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HORAN Wealth Named Top Money Management Firm
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529 Plans are beneficial for education savings because they offer tax advantages and potential for significant growth. However, some people hesitate…
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Rotation into Small Cap Stocks
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