Experience an Abundant & Productive Life
Build, Grow, & Enjoy A Legacy of
Generational Wealth
At HORAN Wealth, we relentlessly pursue an abundant and productive life for our clients. This is our WHY. A promise we’ve kept for over three generations and for generations to come.
Abundant Wealth
Wealth Management to achieve more freedom and fulfillment in life.
Productive Wealth
Strategic Wealth Management to maximize your impact and leave a legacy.
Our Purpose:
Securing Your More Abundant and Productive Life
Our Values. Your Legacy.
Our core values—Commitment, Accountability, Integrity, Innovation, and Corporate Social Responsibility—guide every action we take. These values ensure that your wealth and legacy are managed with the highest level of care, transparency, and forward-thinking solutions.
The HORAN Difference: Tailored Service, Exceptional Results.
We’ve developed an integrated approach grounded in 27 fundamentals that define excellence in wealth management. These fundamentals create a culture of meticulous attention to your unique needs and aspirations. We call it the HORAN WAY.
Guidance On Your Journey to Greater Wealth and a Lasting Legacy.
Wherever you are in your financial journey, we provide customized strategies that lead to enduring success. With a focus on long-term growth and meaningful impact, we’ll guide you through the four phases of building and sustaining your wealth.
Become better equipped for your life’s journey.
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Support from Your Team of Experienced Experts Committed to Your Success
With decades of experience and a proven track record, our multigenerational team is committed to delivering the personalized strategies that ensure your success. It’s why HORAN Wealth has been recognized as a top money management firm for over 30 years by the Cincinnati Business Journal, trusted by high-net-worth clients to protect and grow their wealth.
Nearly 100% of our wealth associates hold bachelor’s degrees, with 16% having advanced degrees.
84% of our team holds top financial designations, including Accredited Estate Planners, Certified Financial Planners, and Accredited Investment Fiduciaries.
Half of our associates have been with the firm for over 10 years, and our advisors bring an average of 20 years experience.
We hold 58 licenses, including FINRA, Ohio/Kentucky Accident & Health Insurance, and Variable Annuity Services.
With over 30 years as a top wealth management firm in Cincinnati, we’ve earned numerous local and national awards.
Meet Your Team and the Specialized
Experts Supporting You.
Tailored Solutions for Your Greater Prosperity
We offer a comprehensive suite of services designed to address the unique complexities of your financial world. Our expert team is dedicated to mitigating risk, overcoming challenges, and guiding you toward a more abundant and fulfilling life.
Build a lasting legacy with comprehensive estate and trust services that minimize taxes.
Protect and grow your wealth with customized investment solutions.
Secure a fulfilling future with personalized retirement strategies.
Ensure a seamless transition and protect your legacy with expert guidance.
Make informed decisions and achieve superior results with advanced analytics and technology.
Access a national network of experts for tailored solutions to complex financial needs.
Maximize talent retention with custom compensation and benefits packages.
Safeguard your family’s future with customized risk management strategies.
Create lasting impact with strategic philanthropic and community giving.
Offer competitive retirement plans that strengthen employee loyalty.
Access high-return opportunities like private equity and ESG-focused investments.
Equip yourself and the next generation with lifelong learning through exclusive events and seminars.
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Experience an Abundant & Productive Life
Build, Grow, & Enjoy A Legacy of Generational Wealth