Mission, Purpose
& Values

About Us | Mission, Purpose & Values

We believe that a key part of our success is The HORAN Way. It sets the standard by which individual and team performance is measured and rewarded. The HORAN Way is embedded in the way we operate and in the value we create for our clients and the communities where we live and work.

Our Mission

We protect your future, today.

HORAN helps clients develop plans to impact healthcare costs, protect wealth and insure lives. It's the foundation of what we do. Our drive for incessant improvement translates to our ability to fulfill our first fundamental value—“Do what’s best for the client, always”.

Our Purpose

What matters most, each and every day, is helping our clients address three of life’s greatest challenges. We provide access to high quality affordable health care through the bridge of insurance. We provide planning and investment guidance to build wealth for your retirement and ultimately for the next generation. We design insurance products and services to mitigate the risk of living too long, dying too soon or becoming disabled.

But there's a "why" each associate embraces that goes beyond simply providing plans. We believe good health and true wealth create a better quality of life for our clients and their families. That is why we come to work each day. At HORAN, we're in the business of Health, Wealth and Life.

Our Values

Since 1948, we’ve been guided by five core values: integrity, commitment, accountability, corporate social responsibility and innovation.

Embracing these core values keeps our clients at the center of everything we do. They are embedded in the way we operate and in the value we create for our clients and the communities where we live and work.

But what do those values mean in action? We are guided by 27 Fundamentals that are engrained in how we live out these values each and every day. We call it The HORAN Way.

1948-2023

75 Years Of Serving You

At HORAN, we believe good health and true wealth create a better quality of life for our clients and their families. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with four locations across Ohio and Northern Kentucky. We provide dedicated service, support, and partnership to clients in employee benefits, retirement plan consulting, wealth management, and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve.

1948

The Great-West Life Assurance Company

Great-West Life Assurance Company, headquartered in Winnipeg, Canada, opens an office in 1948 at Fourth and Walnut in Downtown Cincinnati. Jack Horan worked at Globe Furniture and sold office furniture to Great-West Life. The company recruited Jack to join their business and he began selling insurance in 1948.

1951

The Great-West Life Eastern Regional Convention

Jack and Elaine Horan attend The Great-West Life Eastern Regional Convention at The Greenbrier in April 1951. Jack is one of only six representatives from the state of Ohio who qualifies to attend the convention.

1963

Expanded Services

Great-West Life enters the 403(b) business selling variable annuities to complement its other offerings of life and group insurance.

1973

Terry Joins the Firm

"The basic foundation of HORAN was in place before I got here. The missing component was a strong team to facilitate the three practices of health, wealth and life. I wanted to create an organization that would alleviate the pressure of my father doing it alone."

- Terence L. Horan, CLU, ChFC, CAP
President and Chief Executive Officer

1976

Terry Horan Earns His CLU Designation

Terry earns the designation Chartered Life Underwriter which is a designation indicative of the highest education achievement in life insurance marketing.

1981

HORAN Associates Incorporates

The business incorporated becoming HORAN Associates, Inc. and expanded to add new clients and employees under the new legal status.

1986

Doug Miller Joins Horan

Doug Miller joins HORAN Associates, Inc. to lead the Employee Benefits Department.

"We are grateful for our long-term partnerships because the customers of the early days allowed us to get customers down the road. Back then, it was one brick at a time, and I'm grateful for those early bricks."

Doug Miller
Former Executive Vice President & Partner, Now Retired

1990

HORAN Opens Office in Kenwood

HORAN Associates, Inc. moves from the Downtown Cincinnati office to Kenwood, Ohio, to accommodate a growing staff and to be more accessible for clients.

1996

HORAN Securities Inc. Established

HORAN Securities, Inc. is formed to enhance the retirement planning needs of clients by offering a wide range of wealth management products and services.

2006

New Corporate Office Established

HORAN Associates, Inc. and HORAN Securities, Inc. moves its corporate offices to 4990 East Galbraith Road in Cincinnati to accommodate a growing staff. HORAN Associates, Inc. and HORAN Securities, Inc. rebrands to become HORAN.

2011

HORAN opens office in Dayton

HORAN expands footprint to the north by opening a second office in Dayton.

2014

HORAN Opens Third Regional Office

Having served clients in Kentucky for many decades, HORAN established a third office located in Fort Mitchell, Kentucky.

2015

HORAN Opens Columbus Office

HORAN opens its fourth office which is located in Dublin, Ohio, to support the growing needs of clients and to expand the footprint of HORAN throughout Ohio.

2018

HORAN Emerging Business Advisors Launched

HORAN Emerging Business Advisors is established as a separate business line for HORAN, focusing specifically on small and emerging business solutions.

2023

HORAN Now and in the Future

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