Why Most Estate Plans Fail
More than 80% of wealthy families today are first-generation wealth creators (Harvard Business Review, March 2022). They often grew...
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Guidance Throughout Your Financial Journey
We help families, businesses, and multi-generational private wealth clients live abundantly and productively, now and for generations to come.
FINDING YOUR PATH
Who We Serve
Wherever you are in your financial journey, we help you move toward a more productive and abundant life.
Families
I want to help my family thrive today and prepare for tomorrow.
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Investors
I want to build and grow my wealth.
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Business
I want to help my business thrive and plan for succession.
Secure Your Business Future →
Complex
Private Wealth
I have significant multi-generational wealth that requires customized service.
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BUILDING YOUR PLAN
What We Do
You set the goal. We’ll build the path to help you get there.
We provide tailored solutions and services to help you navigate this journey.
Financial Planning
Build a clear path to achieve your goals with strategies tailored to your life.
Meet Your Experts →Business Ownership
Integrate your business and personal goals with strategies for growth and succession.
Meet Your Experts →Retirement Planning
Design a confident transition with income and purpose for every stage ahead.
Meet Your Experts →Private Wealth Services
Navigate complex portfolios, family dynamics, and multi-generational planning with care.
Meet Your Experts →Our Commitment to You
THE
WAY
For over 75 years, we’ve done more than manage wealth — we’ve guided lives.
As a long-time fiduciary, we act solely in your best interest. The HORAN Way reflects the daily habits that ensure you receive meticulous attention, proactive guidance, and an exceptional experience, each rooted in our 27 fundamentals of service and integrity.
Discover our client-first principlesThe People Behind Your Plan
A team of specialized experts who guide you each step of the way.
“I love helping families navigate complexity, solve challenges together, and build a shared vision for the future.”
Andrea D. Costa, Esq.
Vice President, Wealth Strategy & Financial Planning
Legendary Service. Giving Back.
"The end goal is always a productive and abundant life for our clients.
It’s the why behind everything we do."
Terry Horan
President & Chief Executive Officer, Registered Principal
Start Building Your Abundant Life Now
Talk To An AdvisorBe Curious. Embrace Growth.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
The Fed’s Big Decision
After nine months of stale policy and murky economic reports, the Federal Reserve has resumed its rate cutting cycle. On Wednesday ...
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Summer 2025 Investor Letter
The long-forecasted recession predicted in recent years has not materialized and the resiliency of the U.S. economy has played out once again. The strength..
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A Relationship Worth Getting Right
This isn’t a transaction — it’s the start of one of the most important relationships in your financial life. That’s why we begin with a conversation to explore if this is the right fit for you.
Five Moves Today That Can Change Your Future
Discover the practical tips you can take today for the future—building clarity, confidence, and peace of mind for your family.