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May 7, 2025
Michael Hermes Earns CPWA®
Congratulations to Michael Hermes on earning the Certified Private Wealth Advisor (CPWA®)…
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April 9, 2025
Zac Martin Passes CFA Level 1 Exam
Congratulations to Zac Martin on passing the CFA level 1 exam!Zac is an Investment Associate at…
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March 19, 2025
HORAN Wealth Takes the #1 Spot on Tremendous 25 List
HORAN Wealth was proudly awarded the top spot on the United Way of Cincinnati's Tremendous 25 list,…
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March 11, 2025
HORAN Wealth Presents Fidelity and Plan Sponsor Attitudes, 15th Edition
Join the HORAN Wealth Plan Advisor Team for an insightful webinar. Learn what other employers are…
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March 5, 2025
Ryan Janka Passes Series 63
Congratulations to Ryan Janka on passing the Series 63!Ryan is a Client Service Associate at HORAN…
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February 5, 2025
Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati
Don't miss out on a fantastic opportunity to hear from our President & Chief Executive Officer…
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January 30, 2025
Andrea Costa’s Work Published in LexisNexis Guide
Congratulations to Andrea Costa, Vice President of Wealth Strategy & Financial Planning at…
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January 29, 2025
Ryan Janka Passes Series 7
Congratulations to Ryan Janka on passing the Series 7!Ryan serves as a Client Service Associate at…
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January 13, 2025
Michael Hermes Earns CEPA®
Congratulations to Michael Hermes on earning the Certified Exit Planning Advisor (CEPA®) credential…
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January 7, 2025
Meet Kathy Laverde: The Latest Addition to Our Wealth Advisory Team
We are thrilled to welcome Kathy Laverde, CLU®, APMA™, our newest Wealth Advisor, to the HORAN…
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January 2, 2025
Guaranteed Income in DC Plans: Meeting the Needs of Tomorrow's Retirees
The SECURE Act highlighted the importance of income solutions for retirement plans. Should this be…
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December 20, 2024
Meet Todd Hibner: Our Newest Portfolio Manager
We are pleased to announce the newest addition to the HORAN Wealth team, Todd Hibner, CFA, who…
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