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June 23, 2025
Drew Swinney Passes SIE Exam
We’re proud to share that Drew Swinney, has successfully passed the Securities Industry Essentials …
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June 18, 2025
HORAN Wealth Named A Finalist for 2025 Best Places to Work Award
HORAN Wealth is honored to be selected as a finalist for The Cincinnati Business Courier’s 2025…
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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…
HORAN Wealth Presents Fidelity and Plan Sponsor Attitudes, 15th Edition Read More
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…
Ryan Janka Passes Series 63 Read More
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…
Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati Read More
January 30, 2025
Andrea Costa’s Work Published in LexisNexis Guide
Congratulations to Andrea Costa, Vice President of Wealth Strategy & Financial Planning at…
Andrea Costa’s Work Published in LexisNexis Guide Read More
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…
Ryan Janka Passes Series 7 Read More
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…
Meet Kathy Laverde: The Latest Addition to Our Wealth Advisory Team Read More
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