About Us

Since 1948, HORAN has served as a trusted advisor providing memorable service, support and partnership in wealth management, retirement plan consulting, financial planning, 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. HORAN has a strong regional presence with a national footprint.

Our Reputation

Our integrity, commitment to excellence and industry knowledge are 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 is one of the largest privately-held financial services organizations in the Tri-State area. HORAN 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.


Understanding Wills versus Trusts
Todd Poellein and Andrea Costa discuss understanding the difference between wills and trusts. 
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Understanding Wills versus Trusts Read More
Expect Equity Market Corrections
A rotation of sorts was underway and flows were moving out of the Nasdaq oriented stocks where all Magnificent 7 stocks are represented in the top 10…
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Expect Equity Market Corrections Read More
In Plan ROTH Conversions
Thomas Reitzes and Rachele Wolf discuss In Plan ROTH Conversions. 
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In Plan ROTH Conversions Read More