HORAN – Wealth Management

HORAN – Wealth Management Claimed

Health. Wealth. Life

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For over 70 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management.

With offices in Cincinnati, Columbus and Dayton, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 48 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.

Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.

Specialities – Employee Benefits Consulting, Financial and Estate Planning, Life and Disability Insurance, Retirement Plan Consulting, Wealth Management, Medicare, Individual Health Benefits, Student insurance, Small Business, Social Security

HORAN helps to catalyze a brighter future for our clients and bring their dreams to reality. By providing guidance and process, we help to achieve much more positive outcomes. We are selfless in this work, remaining both dogged and dedicated in our efforts to achieve these goals for companies and their employees.

For employers, we design benefit programs that contain costs while enhancing employee satisfaction. For individuals we manage investments and insurance for long-term wealth accumulation and its eventual transfer.

HORAN is one of the largest privately-held insurance and financial services organizations in the Tri-State area. With a focus on Health, Wealth and Life, HORAN offers employee benefits solutions to more than 500 companies and our health and life insurance operations cover more than 250,000 lives.

Working Hours:-Mon -Fri 8:00 am – 5:00 pm

We believe that a key part of our success is The HORAN Way. It sets the standard by which individual and team performance is measured and rewarded. The HORAN Way is embedded in the way we operate and in the value we create for our clients and the communities where we live and work.