Wealth Management Services: Guiding You to
Financial Independence

Individuals & Families | Wealth Management

 

 

Wealth Management for Individuals and Families

At HORAN Wealth, you’re more than just a client; you’re a valued member of our community. Our wealth management team combines extensive knowledge and experience to craft investment strategies that align with your values and financial objectives. We specialize in addressing the complex needs of high-net-worth individuals and institutions, while also providing thorough financial planning for clients in various financial situations. Whether you’re just beginning your financial journey or nearing retirement, we are dedicated to growing, sustaining, and safeguarding your wealth.

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We Strive for Legendary Experiences at Every Interaction

Wealth Management Services That Cultivate Meaningful Experiences

With a team of 30+ dedicated professionals, we offer a range of services, including financial and retirement planning, as well as investment and risk management. Our tailored approach brings your financial picture into focus and forms the foundation for our strategies. We get to know you personally, whether you’re an employer or an individual, to support you throughout your financial journey. As your wealth grows, we apply thoughtful risk management to sustain and expand your assets.

Our Philosophy on Investing

Our philosophy is simple: we want to help you maximize your wealth. We do this through strategic management and by continually adjusting your goals to fit evolving circumstances.

Our Process

From our initial consultation, we focus on understanding you—your life, family, goals, and values. This commitment allows us to deliver personalized advice that aligns with your needs and aspirations.

Financial Planning

Effective financial planning provides a clear view of your financial landscape. We consult with you to chart a path toward financial independence, always with your best interests in mind.

Estate Planning

We offer insights to protect your wealth, optimize tax efficiency, and secure your legacy for future generations.

Disclosures

We are committed to your financial success, adhering to strict protocols to safeguard your information and comply with regulatory standards.

Meet Our Advisors

As fiduciaries, our advisors act in your best interests. With extensive experience in investments and portfolio management, we offer strategies to help you achieve your goals.

Other Ways to Serve You

If you don’t need our full suite of services, we still offer guidance on financial planning, risk management, and insurance solutions for life, disability, and long-term care.

Financial Planning

Comprehensive financial planning helps individuals understand their current financial situation and the key risks associated with their long-term goals.

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Life, Disability & Long-Term Care Insurance

Prepare and protect yourself and loved ones. We help you leverage the bridge of insurance to protect yourself and your loved ones during times of need.

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Life, Disability & Long-Term Care Insurance Learn More

Contact HORAN Wealth Today

With over 75 years of experience in providing premier wealth management services, HORAN Wealth is dedicated to your financial success. If you’re ready to work with a trustworthy advisor, contact us today to schedule a consultation.

Insights

Stay informed with up-to-date information about the market and other factors that could impact your wealth.

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