Insights

HORAN Wealth Named Finalist for 2024 Best Places to Work Award

By: HORAN Wealth

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HORAN Wealth is honored to be selected as a finalist for The Cincinnati Business Courier’s 2024 Best Places to Work Award! This recognition marks the 18th time HORAN Wealth has received this nomination, demonstrating our ongoing commitment to creating an exceptional work environment.

 

At HORAN Wealth, our culture is the cornerstone of our success. Rooted in core values of integrity, commitment, accountability, corporate social responsibility, and innovation, we strive to foster excellence in everything we do. Through our 27 fundamentals, known as The HORAN Way, we set the standard for excellence, ensuring that our actions reflect our values.

 

Defining our workplace culture is just the beginning. What truly sets HORAN Wealth apart is our commitment to actively embodying our values each day. From fostering open communication and collaboration to recognizing and celebrating achievements, we create an environment where individuals can thrive personally and professionally. It is this dedication to living our values that makes HORAN Wealth a truly exceptional place to work.

 

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“I love helping families navigate complexity, solve challenges together, and build a shared vision for the future.”

Andrea D. Costa, Esq.

Vice President, Wealth Strategy & Financial Planning

MEET ANDREA

“I absolutely love the trust we earn through the expertise and support of our team, guiding leaders to make well-informed strategic decisions.”

Michael D. Napier

Managing Partner, Wealth Advisor, Registered Principal

MEET MICHAEL

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Mark A. Bennett

Principal & Portfolio Manager

MEET MARK

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David Lohre, AIF®

Vice President, Wealth Advisor, Registered Representative

MEET DAVID

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Keith E. Prince, CFP®

Director of Financial Planning

MEET KEITH

“I find it incredibly rewarding to take the complexity of retirement plans off our clients’ shoulders so they can focus on growing their business, while helping their employee build a more secure future.”

Kelsey Contadino, CPFA™

Retirement Plan Advisor, Client Relationship Management

MEET KELSEY

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