FUNDAMENTAL #21: USE DATA TO MAKE DECISIONS
EXPERTISE YOU CAN COUNT ON When you become a HORAN client you don’t just have a relationship with your individual advisor—you benefit from the collective power of the entire company’s experience and expertise. Our credentialed experts have seen it all from very simple to the most-complex cases. We pull from the entire team to develop a customized plan to address your specific needs…
SO YOU CAN HAVE
VALIDATION AND RATIONALE
BEHIND YOUR OVERALL
STRATEGY AND MEASUREMENTS
OF ACHIEVEMENTS.
HORAN Wealth Management, an SEC Registered Investment Adviser
HORAN WealthBeing℠, a customized financial wellness education and engagement solution, launched in 2020. The objective of this program is to empower individuals to improve their financial decision-making and better prepare for retirement. HORAN WealthBeing℠ provides access to a library of digital content covering a variety of financial wellness topics.
93% of HORAN Wealth (including advisors and client services) hold a CFA, CFP, AIF or other industry credential.