Insights

Search & Filter

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…
Michael Hermes Earns CEPA® Read More
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
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…
Guaranteed Income in DC Plans: Meeting the Needs of Tomorrow's Retirees Read More
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…
Meet Todd Hibner: Our Newest Portfolio Manager Read More
July 22, 2024
HORAN Wealth Named Top Money Management Firm
HORAN Wealth is honored to be recognized by the Cincinnati Business Courier as the 15th largest…
HORAN Wealth Named Top Money Management Firm Read More
June 10, 2024
HORAN Wealth Named Finalist for 2024 Best Places to Work Award
HORAN Wealth is honored to be selected as a finalist for The Cincinnati Business Courier’s 2024…
HORAN Wealth Named Finalist for 2024 Best Places to Work Award Read More
March 19, 2024
HORAN Wealth's Retirement Team Named to List of Nation's Top DC Advisor Team
HORAN Wealth's Retirement Plan Consulting team has been named to the National Association of Plan…
HORAN Wealth's Retirement Team Named to List of Nation's Top DC Advisor Team Read More
February 28, 2024
Tremendous 25: Workplaces That Care from The United Way of Greater Cincinnati
HORAN Wealth came in at the #2 spot in the United Way of Greater Cincinnati Top 25 Workplaces That…
Tremendous 25: Workplaces That Care from The United Way of Greater Cincinnati Read More
Back to the Top