For Individuals & Families

Learn more about our individualized and consultative approach which includes designing a plan to ensure you have what you need for a successful future.  

Wealth Management

With actionable, real-world advice founded on stellar expertise, we create genuine and lasting relationships you can count on and interactions that consistently surpass your expectations.

Financial Planning

We get to know you beyond just the number of assets in your portfolio by taking a vested interest in you and your long-term financial goals.

Life, Disability & Long Term Care Insurance

You can’t predict the future, but you can better plan and prepare for it.  That’s our mission—to help secure a better future for yourself, your loved ones and the causes that matter most.

Estate Planning

You want to make the most of the assets you pass along to your children and grandchildren. We can help.

Social Security Benefits

We help eliminate the fear, confusion and frustration that comes with filing for Social Security. 

HORAN by the Numbers

300,000+
Individuals depend on
HORAN for their Health,
Wealth & Life needs
$3.14 Billion*
Assets under management
and advisement,
collectively
600+
Companies look to
HORAN for guidance on
their employee benefits

*This number represents a combination of Regulatory Assets Under Management as well as assets for which we advise on but do not actively manage. Investment Advisory Services offered by HORAN Wealth Management and HORAN Capital Advisors, LLC., both SEC registered investment advisers.

At HORAN, 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

Our experts collaborate with you to develop and implement an effective retirement plan for your business and your employees.

Executive Benefits

We improve recruitment and retention of top-tier professionals with executive benefits, retention and incentive programs.

Succession Planning

We’ll help you build a well-crafted business succession plan using life insurance to guarantee continuity for a seamless transition of leadership and ownership.

Insights

Classic: Financial Wellness FAQs
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Classic: Financial Wellness FAQs Read More
Keeping An Eye On The Unemployment Rate As A Recession Signal
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Keeping An Eye On The Unemployment Rate As A Recession Signal Read More
Fall 2023 Investor Letter: A Pause
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Fall 2023 Investor Letter: A Pause Read More
Investors Shun Dividend Paying Stocks
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent…
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Investors Shun Dividend Paying Stocks Read More
An Equity Market In A Pullback
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An Equity Market In A Pullback Read More
Maybe Time To Look at Small Cap Stocks
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Maybe Time To Look at Small Cap Stocks Read More

Careers at HORAN

We recruit and hire the very best associates in the industry who work harder to deliver all the strategic benefits, planning and execution our clients expect from a true partner.