View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

About Us

Since 1948, HORAN has served as a trusted advisor providing legendary service, support and partnership in employee benefits consulting, wealth management and life insurance for estate and business planning.

Our Footprint

With offices in Cincinnati, Columbus and Dayton, Ohio; and Ft. Mitchell, Kentucky HORAN serves both corporate and individual clients in 48 states. HORAN has a strong regional presence with a national footprint.

Our Reputation

Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.

Our Process

HORAN helps to catalyze a brighter future for our clients and bring their dreams to reality. By providing guidance and process, we help to achieve much more positive outcomes. We are selfless in this work, remaining both dogged and dedicated in our efforts to achieve these goals for companies and their employees.

Our Model

HORAN is one of the largest privately-held insurance and financial services organizations in the Tri-State area. With a focus on Health, Wealth and Life, HORAN offers employee benefits solutions to more than 500 companies and our health and life insurance operations cover more than 250,000 lives.

Our Versatility

For employers, we design benefit programs that contain costs while enhancing employee satisfaction. For individuals we manage investments and insurance for long-term wealth accumulation and its eventual transfer.

Insights

Income Equity Strategies Performing Well
Earlier this month I wrote a post on the Dogs of the Dow and highlighted the better performance this group of stocks is generating this year…
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Income Equity Strategies Performing Well Read More
Investor Letter Spring 2021
Sometimes it is said the stock market and the economy are not the same; however, the stock market does trade on future expectations. More economies…
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Investor Letter Spring 2021 Read More
Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs
Author: David Templeton, CFA, Principal & Portfolio Manager, HORAN The March NFIB Small Business Optimism Index increased to 98.2…
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Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs Read More