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 commitment to our clients means we’re always working for your best interest. Our solutions support employers and families, focusing on creating plans that lead to future success for all involved.
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.
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 a knowledgeable partner to provide suitable recommendations, and our team can chart your course. We deliver recommendations structured to give you objective insights.
Prepare and protect yourself and your loved ones by leveraging insurance during times of need. Our team has over 200 years of collective experience and will meet you where you are to help you reach your goals. You can have peace of mind knowing your family will be protected if the unexpected happens.
Collaborate with your legal team to optimize your tax strategy and clarify your legacy. Personal legacies can be significantly impacted without proper estate and transfer planning. Estate planning and tax-efficient asset transfers are essential for providing for future generations, while charitable giving strategies enshrine a legacy and reduce tax burdens.
Receive comprehensive Social Security guidance to navigate the maze of options. Our Social Security advisors will help forecast strategies throughout your lifetime to maximize benefits for you, your spouse, and dependents. We also assist with filing for your benefits. For institutional clients, we offer educational seminars to better inform employees about 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
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insurance plans
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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.
For Businesses
At HORAN Wealth, we understand the challenge of offering compelling benefits to retain and attract top talent, while balancing rising health care costs and an under-saved employee population.
Plan design is the intersection of your corporate culture and your budget—balancing plan features to meet the needs of your participants while aligning with your financial goals. We use both qualitative and quantitative approaches to retirement planning, helping you monitor and manage your plan’s investment portfolio and engage with all employees, regardless of age or income.
Improve recruitment and retention of top-tier professionals with executive-level benefits, retention, and incentive programs tailored to attract and engage your top talent. Your organization will benefit from premier products and solutions, including executive life insurance, disability coverage, deferred compensation, long-term care, and business insurance. These benefits are crafted to protect and advance the interests of your highest-level executives.
Create a robust succession plan using life insurance to ensure a smooth transition of leadership and ownership in your business, including employee-owned operations. Your organization will benefit from our extensive network of industry experts, including banks, attorneys, and CPAs, providing additional support to navigate and resolve complex succession challenges.