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 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.

Your future. Your legacy. Put us to work for you.

Here's how:

Guidance on Your Journey

Wherever you are in your financial journey, we provide customized strategies that lead to enduring success.

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Guidance on Your Journey Learn More
Support by Experts

With decades of experience and a proven track record, our multigenerational team is committed to delivering the personalized strategies that ensure your success.

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Support by Experts Learn More
Tailored Solutions

We offer a comprehensive suite of services designed to address the unique complexities of your financial world.

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Tailored Solutions Learn More
Shared Vision & Values

At HORAN, we give back. As an employee-owned firm, our commitment to your success extends beyond financial growth.

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Shared Vision & Values Learn More

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.

1
Accumulate the assets that form the foundation of your financial legacy.
2
Invest strategically to ensure continued growth and preservation of your wealth.
3
Leverage your resources to enjoy a life of abundance and make an impact.
4
Build a legacy that supports your loved ones, business, and philanthropy.

Become better equipped for your life’s journey.

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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.

Educated

Nearly 100% of our wealth associates hold bachelor’s degrees, with 16% having advanced degrees.

Credentialed

84% of our team holds top financial designations, including Accredited Estate Planners, Certified Financial Planners, Accredited Investment Fiduciaries, and Chartered Financial Analysts (CFA).

Experienced

Half of our associates have been with the firm for over 10 years, and our advisors bring an average of 20 years experience.

Mastered

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.

Estate & Tax Planning

Build a lasting legacy with comprehensive estate and trust services that minimize taxes.

Wealth Management

Protect and grow your wealth with customized investment solutions.

Retirement Planning & Social Security Strategy

Secure a fulfilling future with personalized retirement strategies.

Business Succession Planning

Ensure a seamless transition and protect your legacy with expert guidance.

Strategic Data & Analytics

Make informed decisions and achieve superior results with advanced analytics and technology.

Specialized Expert Network

Access a national network of experts for tailored solutions to complex financial needs.

Executive Compensation & Employee Benefits Solutions

Maximize talent retention with custom compensation and benefits packages.

Fiduciary Risk Management

Safeguard your family’s future with customized risk management strategies.

Philanthropy & Community

Create lasting impact with strategic philanthropic and community giving.

Retirement Plans

Offer competitive retirement plans that strengthen employee loyalty.

Specialized & Impact Investing

Access high-return opportunities like private equity and ESG-focused investments.

Education & Financial Wellness

Equip yourself and the next generation with lifelong learning through exclusive events and seminars.

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Get the latest financial news curated to the market essentials you need the most. 

Shared Vision & Values for a Brighter Legacy

At HORAN Wealth, we give back. As an employee-owned firm, our commitment to your success extends beyond financial growth—we share in your causes and your community. Guided by our core values, we align our vision with yours, creating a lasting impact both personally and professionally.

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