Happy Halloween from HORAN Wealth! 🎃 Today was a blast, featuring a lively chili cook-off, festive costumes, and a joyful celebration of our October birthdays. Wishing you a spooktacular day filled with fun and festivities! 👻 #HORANWealth #TheHORANWealthWay #HappyHalloween
HORAN Wealth
Financial Services
Cincinnati, Ohio 874 followers
Experienced Advisors Striving for Your Success
About us
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning 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. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.
- Website
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https://www.horanwealth.com
External link for HORAN Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, Ohio
- Type
- Privately Held
- Founded
- 1948
- Specialties
- Wealth Management, Financial Planning, Retirement Plan Consulting, Life & Disability Insurance, Long-Term Care Insurance, Estate & Tax Planning, Social Security Benefits, and Business Succession Planning
Locations
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Primary
Get directions
8044 Montgomery Rd
Suite 640
Cincinnati, Ohio 45236, US
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Get directions
207 Grandview Dr
Suite 100
Fort Mitchell, KY 41017, US
Employees at HORAN Wealth
Updates
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Meet Michael Hermes, CFA, CFP®, Vice President, Wealth Advisor at HORAN Wealth! Michael helps families and individuals achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax, and education planning. 📈 Thank you for your dedication, Michael! #EmployeeSpotlight #WealthManagement #FinancialPlanning #HORANWealth #TheHORANWealthWay
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Let's talk about the market! 💬 Check out our newest 'Markets in a Minute' blog for quick insights: https://lnkd.in/gMKF6pTG #HORANWealth #FinanceEducation
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HORAN Wealth reposted this
Gregory L. Hoernschemeyer ‘83 and Keith E. Prince, CFP® ‘03 attended the M Financial Conference this week on behalf of HORAN Wealth and check out the featured speaker - Mr. John Boehner ‘68 #GoBigMoe
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What is auto portability, and what is its purpose? Rachele Wolf, CPFA and Paul Carl, Jr. provide these answers for you on our YouTube channel. Watch Now 👉 : https://lnkd.in/g89RrjDP #HORANWealth #FinanceEducation
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At HORAN Wealth, we champion life-long learning opportunities for our employees. We’re proud to support Andrea C. as she attends the NAEPC Association Annual Conference this week! Thank you for sharing your experience, Andrea! 🙌 #HORANWealth #TheHORANWealthWay
Excited to share that the NAEPC Association Annual Conference has kicked off brilliantly! Continuous learning is vital to providing excellent advice to our clients at HORAN Wealth. Sam Donaldson's insightful tax law update equipped me with innovative strategies that I can't wait to bring back to our team. Looking forward to upcoming sessions! CincinnatiEstatePlanningCouncil #estateplanning #taxplanning #DisneylandCalifornia
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Our Fall 2024 Investor Letter is here! Want to know how Q3 shaped the market? 📈 Discover more: https://lnkd.in/gaFGuQXs #HORANWealth #FinanceEducation
Fall 2024 Investor Letter: Broader Participation
horanwealth.com
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What is auto portability, and how can it help those changing jobs? 💼 Rachele Wolf, CPFA and Paul Carl, Jr. explore this topic on our YouTube channel. Discover how auto portability can make transitions smoother for employees! Watch now: https://lnkd.in/g89RrjDP #HORANWealth #FinanceEducation
HORAN Wealth | What is Auto Portability?
https://www.youtube.com/
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Want to learn how to maximize your benefits with HSAs? Join Keith E. Prince, CFP® tomorrow, Thursday, October 17, from 12:00 - 1:00 PM EST for an informative seminar! Register here 👉 https://lnkd.in/gagUR7jd #HORANWealth #FinanceEducation
Events
horanwealth.com
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Discover how to maximize your charitable impact when relocating to the United States with insights from Andrea C.. 🤲 In this thought-provoking piece for EACC Cincy (European American Chamber of Commerce), learn how Donor Advised Funds (DAFs) can enhance your tax benefits and simplify your giving process. 💡 Check out the article here: https://lnkd.in/gPnxK8AH #HORANWealth #FinanceEducation
Thought Leadership - HORAN Wealth
business.eacc-cincy.com