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Wealth Management

Individuals & Families | Wealth Management

As a HORAN client, your wealth strategy is informed by dedicated, experienced individuals that go the extra mile to ensure the approach is the right one to meet your needs.

Our team of credentialed and ethical advisors, with extensive investment and portfolio management experience and expertise, serve ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients.

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We Strive for Legendary Experiences at Every Interaction

Structured for Your Success

When you become a HORAN client you don’t just have a relationship with your plan advisor—you benefit from the collective power of the entire company’s experience and expertise. Your strategy is informed by dedicated, experienced individuals that go the extra mile to ensure the approach is the right one to meet your needs. 

Our advisors meet you where you are on your wealth journey. With a specialized team of advisors that focus on complex client needs around investment planning for ultra-high and high-net worth families and institutions, and another specialized team that focuses on the comprehensive financial planning needs of mass affluent individuals,  we work with you to develop a wealth strategy that leaves you confident and secure.

Investment Philosophy

Our goal is to help position our clients to grow, sustain and safeguard their wealth. Investment success is measured over time—not in a single trade. Economic, market and investor changes all require continuous and prudent asset positioning with disciplined security selection. We are fundamental, incremental and global in our thinking.

Our Process

Your HORAN advisor and dedicated service team know the value of a relationship. We get to know you beyond just the number of assets in your portfolio by taking a vested interest in you and your long-term financial goals. Our client relationships are rooted in the details both big and small. As a result, we can act as a true partner and provide you with sound advice.

Financial Planning

We get to know you beyond just the number of assets in your portfolio by taking a vested interest in you and your long-term financial goals.

Estate Planning

HORAN can help you maximize planning opportunities to proactively manage your wealth planning strategies, and learn what can be done to avoid or reduce some of the burden of estate taxes.

Disclosures

HORAN strives to satisfy our client’s needs by providing services and support to help them succeed. We utilize protective measures with regards to our client’s private information and maintain the strictest regulatory standards possible.

Find an Advisor

HORAN Wealth has a deep investment background and offers extensive portfolio management experience while specializing in sophisticated wealth management solutions to meet your individual goals.

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Insights

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Author: David Templeton, CFA, Principal & Portfolio Manager, HORAN The March NFIB Small Business Optimism Index increased to 98.2…
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