Strategies
structured to drive
your business forward

We deliver strategies that are rooted in data—giving you proof and rationale behind your overall plan and supporting your efforts to recruit and retain top talent. 

At HORAN Wealth, we know you are faced with the tremendous challenge of providing meaningful financial strategies for your employees to retain and attract top talent while balancing rising costs and an under-saved employee population. 

In order to get the most value for your employees without stretching your budget too thin, you need a financial services partner who is just as invested in your business objectives as you are. 

That's where we come in.

We are laser-focused on improving the future of retirement plan consulting, executive benefits, and succession planning, for employers and their employees.

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
Converting a 529 to a Roth IRA
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Converting a 529 to a Roth IRA Read More
Markets in a Minute - Release Valve
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Markets in a Minute - Release Valve Read More
Rotation into Small Cap Stocks
Small company stocks outperformed their mega cap counterparts on Thursday. This rotation may have a much longer runway?
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Rotation into Small Cap Stocks Read More
Summer 2024 Investor Letter: More of the Same, a Higher Market
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Summer 2024 Investor Letter: More of the Same, a Higher Market Read More
Markets in a Minute - Happy 4th
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Markets in a Minute - Happy 4th Read More