HORAN Wealth
Financial Services
8044 Montgomery Rd
48 employees
- Employees
- 48
- Contacts
- 3
- Emails
- 3
- Phones
- 1
HORAN Wealth Overview
- Headquarters
- 8044 Montgomery Rd
- Website
- www.horanwealth.com
- Industry
- Financial Services
- Employees
- 48
- Founded
- 1948
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About HORAN Wealth
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.
HORAN Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
HORAN Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Templeton, Cfa | Principal and Portfolio Manager at Horan Wealth | Cincinnati, Ohio, United States |
Email
|
| Ben Hardigg, Cfp® | Vice President, Wealth Advisor at Horan Wealth | Cincinnati, Ohio, United States |
Email
Phone
|
| Todd Poellein, Cfa | Principal & Portfolio Manager at Horan Wealth |
View
|
|
| David Lohre, Aif | Vice President, Wealth Advisor | Covington, Kentucky, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Manager
2 profiles
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