About Us
“The end goal is always a productive and abundant life for our clients. It's the why behind everything that we do.”
Terence L. Horan is President and Chief Executive Officer of HORAN Wealth and a leader known for building people, systems, and a culture that help families, business owners, and multi-generational private wealth clients navigate complexity and thrive across generations.
Terry's leadership is grounded in a deep belief that wealth is a means, not an end. He focuses on helping clients make thoughtful decisions that support both freedom and fulfillment today, and clarity and continuity for the future. For Terry, every strategy, every conversation, and every decision comes back to the same question: Does this move a client closer to a truly productive and abundant life?
In his role today, Terry is deeply committed to developing leaders and equipping teams to serve at the highest level. He sees one of his most important responsibilities as ensuring the firm's people have the tools, perspective, and discipline needed to improve outcomes for clients and their families.
For the families and leaders he serves, Terry Horan is simply someone they can count on, through transition, complexity, and every chapter that follows.
EDUCATION:
- Fairfield University – Bachelor of Arts in Political Science
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor in Philanthropy, CAP®
- Accredited Estate Planner (AEP®)
- FINRA Series 6, 26, & 63