About Us
“Wealth isn’t just what you accumulate—it’s what you experience. Our role is to help you turn financial confidence into the freedom to pursue your passions, your choices, your life.”
David Templeton brings more than 30 years of financial services experience to his role as Chief Investment Officer at HORAN Wealth. His investment philosophy is straightforward: high-quality investments at a reasonable price, disciplined diversification, and a repeatable process built to cut through the noise of an information-saturated market. As CIO, David leads the investment committee responsible for strategy, research, and portfolio management across the firm, bringing clarity, consistency, and accountability to the decisions that matter most.
He has shared practical market insight through his ongoing commentary for nearly three decades, making complex markets accessible to the investors who depend on sound guidance. For families building and preserving wealth across generations, David's leadership means one clear investment philosophy, one disciplined process, and the kind of long-term thinking that keeps perspective when markets get loud.
EDUCATION:
- Xavier University – Master of Business Administration
- Indiana University – Bachelor of Science in Business
- Chartered Financial Analyst (CFA®)
- Member, CFA Institute®
- Member, CFA Society® of Cincinnati