HORAN Wealth
Firm overview
Since 1948, HORAN Wealth has served as a trusted advisor, providing memorable service, support, and partnership in wealth management, retirement plan consulting, financial planning, and life insurance for estate and business planning. With offices in Cincinnati, Ohio, and Ft. Mitchell, Kentucky, HORAN Wealth serves both corporate and individual clients in all 50 states. The firm has a strong regional presence and a national footprint. Our integrity, commitment to excellence, and industry knowledge are the foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services.
Products and/or services
At HORAN Wealth, we offer a comprehensive range of services, including investment management, financial planning, retirement plan consulting, and risk management.
Past/current involvement with the Goering Center
HORAN Wealth became a Corporate Partner of the Goering Center in 2010. Prior to this, we were a longtime Core Member. In 2013, HORAN Wealth was honored with the Goering Center Private Business Award. In 2015, HORAN Wealth was named a finalist for the Goering Center All-Star Award, and in 2019, HORAN Wealth was a finalist for the Goering Center Family & Private Business Awards. Senior Vice President, Greg Hoernschemeyer, represents HORAN Wealth on the Goering Center's Board of Advisors. Managing Partner, Michael Napier, serves on the Goering Center membership committee, and Vice President of Wealth Strategy & Financial Planning, Andrea Costa, frequently presents at Goering Center roundtables and events.
Special offer for Goering Center Core Members
- Complimentary Life Insurance Review – Annual Checkup
- Discounted Retirement Plan Review for Plan Sponsors
Contact information
Primary contact: Macy Brown
macybrown@horanwealth.com
513-745-0707
8044 Montgomery Road
Cincinnati, OH 45236
www.horanwealth.com
Year Firm Founded: 1948