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.