Setting 2026 Financial Goals
2026 is a natural time to revisit your financial goals. In Setting 2026 Financial Goals, we explain…
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Guidance for Every Chapter of Your Family's Journey
From saving for college to planning for retirement, HORAN Wealth walks beside your family with clear, trusted advice—helping you plan confidently, adapt to change, and protect what matters most.
BEGIN YOUR FAMILY'S JOURNEYStewardship for Your Family Wealth
Supporting Your Family's Aspirations
Partnering With Families to Build a More Productive & Abundant Life
HORAN Wealth serves as your family’s financial guide and mentor, helping you simplify decisions, stay prepared, and live productive and abundant lives.
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Planning for Life’s Milestones
From college savings to retirement readiness, we help you prepare together with clarity and confidence.
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Protecting What Matters Most
Maintain your family’s lifestyle and long-term security through proactive planning and personalized insurance strategies.
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Everyday Guidance, Long-Term Clarity
Make sound financial decisions today while we continue walking beside you to help your family live more productive and abundant lives tomorrow.
Comprehensive Family Financial Solutions
Services Designed for Your Family's Peace of Mind and Prosperity
We provide integrated financial planning to help your family make the most of your income, benefits, and savings—coordinating retirement, education, and insurance strategies for every stage of life.
Retirement Readiness
Create a plan for income, lifestyle, and security in retirement.
- Estimate future needs with clear, realistic projections and personalized guidance.
- Design an income strategy that supports your lifestyle and family goals.
- Adjust plans as your life evolves to stay confident in changing markets.
Education Planning & Funding
Prepare for your children’s education with clarity and confidence.
- Fund education through 529s, custodial accounts, and tailored savings strategies.
- Balance tuition planning with retirement and other family goals.
- Explore options that reduce financial strain while securing opportunities for your children.
Family Financial Planning
Coordinate and optimize your income, benefits, savings and work plans (401K).
- Align income and expenses to reduce financial stress.
- Create a savings plan that supports short- and long-term goals.
- Manage debt strategically to free up resources for your family’s future.
Risk Management & Family Insurance
Safeguard your family’s financial future against the unexpected.
- Protect income with insurance that fits your family’s needs and life stage.
- Plan for the unexpected through disability, life, and long-term care coverage.
- Maintain your family’s lifestyle with strategies that evolve as your family grows.
Guidance Through Life’s Milestones
Navigate major life transitions with financial strategies that adapt with you.
- Plan for new responsibilities like marriage, children, or career changes.
- Adjust your financial plan as your family grows and life evolves.
- Stay supported with ongoing advice and proactive reviews at every stage.
Your Family Wealth Journey
A Straightforward Process
Planning with Purpose, Living with Confidence
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STEP 1 Define Your Family Vision & Goals
We start by understanding your family’s priorities, values, and milestones.
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STEP 2 Develop Your Integrated Family Plan
We craft a comprehensive strategy for education, retirement, and building generational wealth.
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STEP 3 Implement & Coordinate Solutions
Together, we put your plan into action, connecting financial planning, insurance, and investment strategies.
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STEP 4 Review & Adapt as Life Evolves
Your plan grows with your family through regular reviews and ongoing guidance—providing consistent guidance throughout your journey.
Meet Your Family Team
A team of specialized experts who guide you each step of the way.
“Investments are kind of a commodity these days. What is not a commodity is truly getting to know the client — and having them know me.”
Daniel Schneider, CFP®
Wealth Advisor
“Seeing the 'a-ha' moment in clients’ eyes as the years of planning have turned into the realization that they can live and prosper with spouses, family, and friends in the retirement they had hoped for and planned is beyond words.”
David Lohre, AIF®
Vice President, Wealth Advisor
“I love helping families navigate changes in their financial picture and bringing clarity that builds lasting confidence.”
Drew Swinney
Client Service Associate
“At HORAN Wealth, serving clients means more than managing money–it’s about building trusted relationships and guiding each person with advice rooted in their values.”
Kathy Laverde, CLU®, APMA™
Wealth Advisor
“I love being an advisor because it allows me to build meaningful relationships and walk alongside my clients through some of life’s most important financial decisions.”
Michael L. Hermes, CFA®, CFP®, CPWA®, CEPA®, NSSA®
Market President, Pittsburgh
“Our team values building relationships through trust and taking the time to understand each client’s unique story.”
Ryan Janka
Client Service Associate
“The most satisfying part of my job is helping clients develop a strategic plan towards their financial goals and, in doing this, seeing worry and uncertainty within clients being replaced with financial confidence and empowerment.”
Thomas Reitzes, CFP®, NSSA®
Wealth Advisor
Stay Informed. Stay Ahead.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
Spring 2026 Investor Letter: Rotation & Conflict
In a little more than a quarter's time investors in the equity markets seem focused less on the so-called Magnificent 7 stocks and more on those stocks that…
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Women & Wealth: Your Voice, Your Legacy
A perspective for families—and the women leading them—on how to strengthen unity and legacy across…
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Partner with HORAN Wealth to protect what matters most and build the future your family deserves.
The Complete Family Financial Checklist
Stay on top of what matters most for your family’s finances. This simple guide covers budgeting, saving, insurance, education, and retirement — giving you clarity and confidence with one easy-to-use checklist.