Wealth Management Services: Guiding You to
Financial Independence
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.
We Strive for Legendary Experiences at Every Interaction
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 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.
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.
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.
We offer insights to protect your wealth, optimize tax efficiency, and secure your legacy for future generations.
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.
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.