A complete list of active advisors currently associated with HORAN Wealth, LLC

Warmer can help you find a great advisor at HORAN Wealth, LLC or one who fits your needs even better.

HORAN Wealth, LLC is an SEC‑registered multi‑team advisory firm managing approximately $1.47 billion with 21 advisors and serving individuals (including high‑net‑worth clients), trusts, retirement plans, and institutions. The firm offers fee‑based asset management, financial planning and consulting, separately managed account (SMA) programs, and retirement plan advisory services (including 3(21) and 3(38) roles). The firm’s investment process emphasizes asset allocation, diversification, security selection and portfolio rebalancing, with strategies overseen by an Investment Committee that meets bi‑weekly and implemented by IARs on discretionary or non‑discretionary bases. Portfolios typically include ETFs, mutual funds, structured products, brokered CDs and cash, and the firm may allocate to third‑party SMA managers and employ technology platforms (e.g., Future Capital) for participant retirement accounts. HORAN Wealth’s brochure discloses business activities that distinguish it from many peers: several IARs are also licensed insurance agents through an affiliated insurance company and some may act as registered representatives of a broker‑dealer, permitting the recommendation of insurance and commissionable products alongside fee‑based advice and creating disclosed conflicts of interest. The firm also provides written performance and consolidated reports and distributes periodic client communications, including newsletters, in addition to regular account reviews.

To learn more about the advisors currently working at HORAN Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.