Personalized Wealth Management for You
& Your Family
Wealth Services for You
At HORAN Wealth, we bridge the gap between where you are today and where you want to be in the future. Our wealth management services provide tailored guidance and support every step of the way, helping you achieve your goals with solutions designed for your unique needs.
Building Relationships Through Service
When you partner with HORAN Wealth, we are committed to earning and maintaining your trust. We make investment decisions that align with your wishes and goals, ensuring that every recommendation supports your financial objectives. With a trusted advisor by your side, you have the assurance that we are dedicated to supporting you throughout your financial journey.
How We Serve You
We aim to help you grow, sustain, and safeguard your wealth. Whether you’re an experienced investor or just starting out, we offer customized services including financial planning, life and disability insurance, estate planning, and Social Security strategies.
HORAN Wealth Services
HORAN Wealth’s team of advisors, financial planners, and retirement experts come from varied backgrounds and experiences. Nearly 50 percent of our Wealth team associates have been with the firm for more than 10 years, navigating the changing economic landscape, a global pandemic, and the fluctuating stock market with careful precision and care. Our wealth advisors bring an average of 20 years of industry experience to the group.
Effective wealth management involves more than selecting investments; it demands disciplined oversight. Our approach focuses on growing and preserving your wealth through a hands-on process, with success measured over time.
We create a personalized roadmap to help you achieve your financial goals, listening closely to understand your current situation and desired future. We learn your goals and guide you toward achieving your financial aspirations.
Prepare for uncertainties with insurance that secures your future. We help you build a safety net for unexpected events, ensuring financial stability for you and your family.
We work with you to help you live your dreams today while ensuring that your wishes are honored in the future. Our goal is to provide for your loved ones, optimize tax efficiency, and preserve your legacy for generations to come.
Social Security planning involves more than just retiring and claiming your benefits. We offer seminars and one-on-one consultations to help you navigate and maximize your benefits.
Find Out More About Our Wealth Planning Services
Interested in learning more about how we can assist you with your wealth planning needs? At HORAN Wealth, we have a proven track record of helping individuals and families build, sustain, and transfer wealth. Contact us today to discover how we can support your financial goals.
Insights and Highlights
Stay ahead of the curve with our financial insights and market updates or discover more about HORAN Wealth and the impact we make on the communities we serve.