As a potential government shutdown approaches, markets are showing signs of volatility. But history suggests the impact may not be what you'd expect. 🔍 Curious? Read more from David Templeton, CFA here: https://lnkd.in/gevCjCCe #HORANWealth #FinanceEducation
HORAN Wealth
Financial Services
Cincinnati, Ohio 947 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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Cheers to great traditions and even greater teams! 🥂 Today, we celebrated the holidays with our Annual Mimosa Toast — a cherished tradition here at HORAN Wealth. Grateful for the opportunity to come together and reflect on a year of growth and success. #HORANWealth #TheHORANWealthWay
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Meet Gregory L. Hoernschemeyer, Senior Vice President at HORAN Wealth! Greg specializes in business succession and estate planning, income replacement and asset protection, deferred compensation, and life insurance analysis—helping clients navigate complex financial decisions with confidence. 💼🔑 Your work is greatly appreciated, Greg! #EmployeeSpotlight #WealthManagement #FinancialPlanning #HORANWealth #TheHORANWealthWay
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Congratulations to Michael Hermes, CFA, CFP®, CEPA®, NSSA® on earning the Certified Exit Planning Advisor (CEPA®) credential. Well done! 👏 #HORANWealth #TheHORANWealthWay
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Last week, we had the pleasure of attending the CincinnatiEstatePlanningCouncil’s income tax update session. Attendees learned about recent tax law changes, estate planning strategies, and evolving regulations. After the session, guests were treated to a Cincinnati Ballet rehearsal for their upcoming performance of The Nutcracker 🩰. It was a great mix of professional development and cultural enrichment. HORAN Wealth is proud to support the Cincinnati Ballet’s Legacy Planning Committee in making this event possible. #HORANWealth #TheHORANWealthWay #FinanceEducation
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We had an amazing time at our December Bridge Series in partnership with Bricker Graydon! A big thank you to everyone who joined us – we can't wait to see you next month! 🙌 #HORANWealth #KeepBuildingBridges
Last week’s Bridge Series brought together an inspiring community to reflect, connect, and spark change. As we head into the holiday season, let’s carry this energy forward and keep building bridges that matter. HORAN Wealth Click here to learn more about January's session and RSVP: https://ow.ly/HLY650Up3Rv #TheBridgeSeries #CommunityImpact #KeepBuildingBridges
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Thank you to People Working Cooperatively, Inc. for providing us with a great Lunch & Learn session today! 👏👏
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HORAN Wealth is thrilled to spread holiday cheer by participating in the Best Point H.U.G.S. Campaign! This year, we had the privilege of donating gifts to 35 children. We’re incredibly proud of our team and their generosity in making this holiday season brighter for those who need it most. 🎁 Fundamental 26: Give Back. Pay It Forward. 🤝 #HORANWealth #TheHORANWealthWay #HappyHolidays
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Curious about wealth management but unsure where to start? Our Wealth Wise newsletter simplifies the basics to help you take the first step with confidence. Read the latest edition 👉: https://lnkd.in/gX2wfnP6 #HORANWealth #FinanceEducation #WealthWise
Social Security: What You Need to Know
horanwealth.com
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Happy Thanksgiving from HORAN Wealth! 🦃🍂This season, we’re especially grateful for our incredible employees and clients who help make our success possible. We’re also excited to share what some of our team members are thankful for this year. Featured Employees: Jamie Sowers, SHRM-CP | Mike Reynolds | Lisa Marek | Melissa Platt | David Lohre, AIF | Rachele Wolf, CPFA | Rita Macke What are you thankful for? Share with us in the comments below! ⬇️ #HORANWealth #TheHORANWealthWay #HappyThanksgiving