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wealth management in cincinnati oh horan wealth search 513 745 0707 client login contact us search horan search 513 745 0707 client login contact us businesses retirement plan consulting executive benefits succession planning specialized expertise private wealth individuals families wealth management financial planning life disability long term care insurance estate planning social security benefits events insights about us mission purpose values awards recognition our team partners careers job listings preserving health and growing wealth for your best life financial planning and wealth management for today and beyond at horan wealth our primary focus is on doing what s best for our clients we offer a comprehensive range of services including financial retirement and estate planning as well as wealth and asset management designed to help you live the life you deserve we believe that a quality life is built on a solid foundation of good health and true wealth that s why we partner with you to establish this foundation now and ensure it supports your success and well being for years to come what matters most each and every day is helping our clients address some of life s greatest challenges 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 wealth management and financial planning services for individuals families at horan wealth we are dedicated to you and your financial aspirations whether you re focused on building wealth planning your financial future or managing risks we re right by your side we can also assist you with planning for your family s future mitigating taxes or preparing for retirement our team consistently works in your best interest crafting strategies to help you achieve the financial present and future you desire wealth management based on your goals and risk tolerance we build strategies to help you grow sustain and preserve your wealth recognizing that long term investment success relies on a forward looking approach we continuously monitor both your personal life changes and economic and market developments financial planning we offer personalized financial planning designed to transform your current situation into a clear roadmap toward your financial goals our financial planners take the time to understand your unique priorities we then provide tailored strategies while tracking your progress to ensure you stay on target life disability long term care insurance insurance can act as a safety net protecting you and your loved ones from unexpected events with over 200 years of combined experience our team is well prepared to assist you with life disability and long term care insurance providing you with reliable support for the long haul estate tax planning we work closely with your team of attorneys accountants and tax professionals to create a tax efficient strategy for transferring your assets our goal is to design a comprehensive plan that fulfills your wishes for asset distribution family care and minimizing tax liabilities social security benefits forecasting social security benefits is integral to financial and retirement planning our team provides the support you need to navigate the complexities of social security and maximize your benefits at every stage of life we re here to assist you throughout the entire process including filing for your benefits horan wealth by the numbers 5 000 individuals protected through life insurance plans 3 33 billion assets under management and advisement collectively 3 000 cincinnati area clients this number represents a combination of regulatory assets under management as well as assets for which we advise on but do not actively manage securities offered through horan securities inc a dually registered investment firm member finra sipc horan wealth management is the associated investment advisory firm horan wealth management and horan capital advisors llc are both registered with the u s securities and exchange commission financial planning advisory services for businesses as a business owner or corporate executive you re often the one providing solutions but who supports you in finding solutions to your own business challenges horan wealth offers business consultation advisory services and retirement planning to help you deliver meaningful benefits to your employees attract and retain top talent and manage health care costs effectively retirement plan consulting we streamline retirement planning for your workforce with customized solutions that fit your company s culture budget and financial goals our approach not only enhances your employees retirement readiness but also supports your company s financial health executive benefits attracting and retaining top level executives involves unique challenges horan wealth crafts tailored benefits and incentive programs to meet these needs providing industry leading solutions in deferred compensation and extensive coverage options succession planning ensuring the continuity of your business is vital for the well being of your family employees and shareholders horan wealth develops succession strategies to keep your business thriving long after you step away insights summer 2026 investor letter continued broadening with the first half of 2026 in the rearview mirror the equity markets have been mostly kind to investors a broadening of market participation read more summer 2026 investor letter continued broadening read more navigating the fog looking into 2027 read more navigating the fog looking into 2027 read more winter 2025 investor letter a broadening market read more winter 2025 investor letter a broadening market read more if santa claus should fail to call bears may come to broad and wall it is that time of year that the old maxim stated in the title receives a great deal of focus and attention the title references the santa claus read more if santa claus should fail to call bears may come to broad and wall read more strength seen in small cap equities read more strength seen in small cap equities read more lucky 7 s in a broadening equity market read more lucky 7 s in a broadening equity market read more interested in joining our team businesses retirement plan consulting executive benefits succession planning specialized expertise private wealth individuals families wealth management financial planning life disability long term care insurance estate planning social security benefits events insights horan news life disability insurance market commentary blog retirement plan consulting wealth management about us mission purpose values awards recognition our team partners careers job listings twitter instagram linkedin youtube the website and the content do not constitute accounting broking consulting investment insurance legal tax or any other type of professional advice and should be used only in conjunction with the services of a horan consultant and any other appropriate professional advisors who have full knowledge of the user s situation copyright 2026 horan all rights reserved securities offered through m holdings securities inc a registered broker dealer member finra sipc investment advisory services offered through horan wealth llc horan wealth llc is independently owned and operated client login terms of use privacy policy brokercheck disclosures site map admin login horan wealth llc form adv horan wealth llc form crs back to the top experience an abundant productive life build grow enjoy a legacy of generational wealth learn more