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 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.
Stewardship for Your Family Wealth
Supporting Your Family's Aspirations
Partnering With Families to Build a More Productive and 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.
Education Planning & Funding
Prepare for your children’s education with clarity and confidence.
Learn More →Family Financial Planning
Coordinate and optimize your income, benefits, savings and work plans (401K).
Learn More →Risk Management & Family Insurance
Safeguard your family’s financial future against the unexpected.
Learn More →Guidance Through Life’s Milestones
Navigate major life transitions with financial strategies that adapt with you.
Learn More →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.
“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, Registered Representative
Stay Informed. Stay Ahead.
Get practical insights on saving, investing, and planning for life’s milestones—helping your family make confident financial decisions together.
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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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.