About Us

Since 1948, HORAN Wealth has served as a trusted advisor, providing memorable service, support, and partnership in wealth management, retirement plan consulting, financial planning, and life insurance for estate and business planning.

Our Footprint

With offices in Cincinnati, Ohio, and Ft. Mitchell, Kentucky, HORAN Wealth serves both corporate and individual clients in all 50 states. The firm has a strong regional presence and a national footprint.

Our Reputation

Our integrity, commitment to excellence, and industry knowledge are the foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services.

Our Process

HORAN Wealth helps to catalyze a brighter future for our clients and bring their dreams to reality. By providing guidance and process, we help to achieve much more positive outcomes. We are selfless in this work, remaining both dogged and dedicated in our efforts to achieve these goals for companies and their employees.

Our Model

HORAN Wealth is one of the largest privately-held financial services organizations in the Tri-State area. HORAN Wealth offers wealth management solutions to more than 600 companies and our life insurance operations cover more than 250,000 lives.

Our Versatility

For individuals we manage investments and insurance for long-term wealth accumulation and its eventual transfer.

Insights

Raise Cash or Not
As the calendar speeds towards the end of the year though investors can look back and see equity returns (the S&P 500 Index) have been strong to date…
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Raise Cash or Not Read More
Maximizing Deferrals into 401(k)s and 403(b)s
Looking to boost your 401(k) and 403(b) deferrals? Sit down with Kelsey Murray and Paul Carl to learn more about maximizing your contributions.
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Maximizing Deferrals into 401(k)s and 403(b)s Read More
Markets in a Minute - Mountain Time
Week Ending August 23rd
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Markets in a Minute - Mountain Time Read More
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