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.

Enterprise Software

Insurance

HORAN Wealth

Terence Horan

Paul Carl

Michael Napier

Brett Hord

Jamie Sowers

Andrea C.

Gregory L. Hoernschemeyer

Mike Reynolds

Connie Grosser

The Leadership Team at HORAN Wealth is responsible for steering the company's strategic direction, financial oversight, and compliance. This team ensures the firm's high standards of client service and dedication are met, guiding financial planning, portfolio management, and retirement solutions. They work collaboratively to foster growth, maintain regulatory adherence, and uphold the principles of The HORAN Way to benefit clients and the community.

Leadership Team

Financial Planning and Advisory Team

Leadership Team

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Team members

Other teams at HORAN Wealth

Financial Planning and Advisory Team