Wealth Management Services for Individuals and Families
At HORAN, we are passionate about delivering an experience that keeps our clients coming back year after year.
Your HORAN advisor and dedicated service team know the value of a relationship.
We focus on building genuine, lasting relationships as well as providing memorable experiences with every interaction so you can feel confident your goals are being met and secure about your long-term future.
HORAN Wealth Services
HORAN Wealth’s team of advisors, financial planners, and retirement experts come from varied backgrounds and experiences. Nearly 50 percent of our Wealth team associates have been with the firm for more than 10 years, navigating the changing economic landscape, a global pandemic, and the fluctuating stock market with careful precision and care. Our wealth advisors bring an average of 20 years of industry experience to the group.
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 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.
You can’t predict the future, but you can better plan and prepare for it. That’s our mission—to help secure a better future for yourself, your loved ones and the causes that matter most.
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.
We help eliminate the fear, confusion and frustration that comes with filing for Social Security.