About Us

Michael D. Napier, CFP®

Managing Partner, Wealth Advisor

Areas of Specialty:

  • Retirement Income Planning
  • Social Security Strategies
  • Investment Management
  • Taxation & Estate Planning
Michael D. Napier

“Trust and meaningful relationships take time to build – and that journey is exactly what makes this work so rewarding. Every client I serve is a reminder of why I do this.”

Michael Napier has spent his career meeting clients wherever they are on their journey — bringing the expertise, the patience, and the personal commitment it takes to help families and individuals build financial lives that are truly their own. As Managing Partner and a Certified Financial Planner, he leads with the belief that great financial guidance goes beyond the numbers. It relieves stress, builds confidence, and creates clarity that lets people move forward with purpose.
Michael personifies the HORAN Way in everything he does — championing his clients with integrity, drawing on deep expertise across retirement income, Social Security, investment management, and tax and estate planning, and always bringing the full depth of the firm to bear on their behalf. For his clients, that means feeling less stressed about the process, more positive about their progress, and more certain of their financial future.

EDUCATION:

  • Xavier University – Bachelor of Science in Business Administration; Degree in Finance
  • Certified Financial Planner (CFP®)
  • Accredited Tax Preparer (ATP®)
  • Life, Accident & Health Insurance & Variable Annuity License
  • FINRA Series 7, 26, 31, 63, & 66
  • National Social Security Advisor (NSSA®)