Insights

HORAN Wealth Named A Finalist for 2025 Best Places to Work Award

By: HORAN Wealth

BPTW Logo

HORAN Wealth is honored to be selected as a finalist for The Cincinnati Business Courier’s 2025 Best Places to Work Award! This recognition marks the 19th time HORAN Wealth has received this nomination, demonstrating our ongoing commitment to creating an exceptional work environment.

At HORAN Wealth, our culture is the foundation of everything we do. Built on the principles of integrity, commitment, accountability, innovation, and corporate social responsibility, we are driven to pursue excellence in every aspect of our work. Our 27 guiding fundamentals, help bring these values to life and set a clear standard for how we operate.

But defining our culture is only the first step. What truly distinguishes HORAN Wealth is how we live out our values every day. Whether it’s through open communication, strong collaboration, or recognizing team successes, we cultivate an environment where people can grow—both personally and professionally. This unwavering commitment is what makes HORAN Wealth an outstanding place to work.

Click here to view full article from The Cincinnati Business Courier. 

Stay Informed. Stay Ahead.

Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.

Why Most Estate Plans Fail—and How Legacy Planning Keeps Families Together

The Overlooked Shift in Wealthy FamiliesMore than 80% of wealthy families today are first…

Read More →

The Fed's Big Decision

After nine months of stale policy and murky economic reports, the Federal Reserve has resumed its rate cutting cycle.

Read More →

Summer 2025 Investor Letter

The long-forecasted recession predicted in recent years has not materialized and the resiliency of…

Read More →

The People Behind Your Plan

A team of specialized experts who guide you each step of the way.

“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

“Helping my clients navigate the complex financial world we live in and protecting their lifestyles is very personally rewarding.”

Mark A. Bennett

Principal & Portfolio Manager

MEET MARK

“Seeing the 'a-ha' moment in clients’ eyes as the years of planning have turned into the realization that they can live and prosper with spouses, family, and friends in the retirement they had hoped for and planned is beyond words.”

David Lohre, AIF®

Vice President, Wealth Advisor, Registered Representative

MEET DAVID

“I love creating tailored financial plans for clients, as it supports their goals and provides clarity for their future. It’s fulfilling to see clients gain confidence through a well-structured financial roadmap.”

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

Start Building Your Abundant Life Now