HORAN Wealth
Todd Poellein, CFA is currently the Principal & Portfolio Manager at HORAN Wealth, where Todd provides investment management and financial planning services as a fee-only independent registered investment advisor. Prior to their current role, Todd held positions in portfolio management at Fifth Third Bank from 2005 to 2015, was a Senior Financial Analyst at Fifth Third Bank from 2003 to 2005, a Financial Analyst at Comair from 1999 to 2003, and an Audit and Business Advisory Services Associate at PricewaterhouseCoopers from 1997 to 1999. Todd Poellein holds a Bachelor of Science (B.S.) in Accounting from Indiana University - Kelley School of Business.
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HORAN Wealth
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.