Navigating the Fog: Looking Into 2027
Investors analyze the potential opportunity of an investment by looking at the forward prospects for a stock or index. This involves analyzing data looking out…
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Investment Management Customized for Your Unique Goals
Whether you're building wealth, planning for retirement, or seeking to grow your portfolio, you can rely on our disciplined approach and role as a trusted guide throughout your journey.
Explore Our Investment SolutionsOur Commitment to You
Why Smart Investors Partner with HORAN Wealth
Informed Investing, Personalized Guidance, Disciplined Approach
Astute investing is about clarity, discipline and long-term purpose so we design personalized strategies that align with your life goals.
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Goal-Driven Portfolio Design
Your investments should serve your life. We begin by understanding your objectives and values, creating portfolios aligned to your milestones.
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Disciplined & Strategic Management
Built on research, perspective, and consistent oversight that helps you stay focused through differing markets.
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Transparent & Fiduciary Commitment
Every recommendation is guided by your best interests, delivered with clarity, transparency, and ongoing education so you always understand the “why” behind each decision.
Comprehensive Investment Management Services
Our Approach for Confident and Purposeful Investing
We help you invest with clarity and discipline—through strategies designed to support your unique goals, timeline, and comfort with risk.
Personalized Portfolio Design
Build a portfolio tailored to your goals and comfort with risk.
- Customize allocation to fit your financial objectives and time horizon.
- Diversify across asset classes to strengthen long-term performance.
- Adjust portfolios as your needs and the markets evolve.
Risk Management & Ongoing Oversight
Protect your portfolio with proactive oversight and disciplined risk control.
- Identify and manage exposure to market volatility.
- Rebalance portfolios to stay aligned with your goals.
- Monitor performance with structured, data-informed analysis and straightforward communication.
Tax-Efficient Strategies
Preserve more of your returns through tax-smart investing.
- Minimize tax impact through strategic asset location and timing.
- Coordinate investment strategies with your broader financial plan.
- Ensure your approach supports both near-term efficiency and long-term growth.
Private Investments
Diversify beyond traditional markets with access to private opportunities.
- Expand beyond stocks and bonds with select private or non-traditional investments, available to qualified investors.
- Pursue growth potential through hedge funds and non-traditional vehicles.
- Reduce reliance on public markets with thoughtfully selected alternatives.
Planning for Liquidity & Life Events
Ensure funds are available when opportunity or need arises.
- Plan for major life events like education, home purchases, or weddings.
- Balance liquidity with long-term investment goals.
- Create flexibility to respond to unexpected market or life changes.
Your Investment Journey
Clarity in Every Step
Confidence for Each Investment Decision
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STEP 1 Define Your Investment Goals
We identify your objectives, timeline, and risk tolerance.
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STEP 2 Build Your Strategic Portfolio
We design a diversified portfolio tailored to your needs and goals.
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STEP 3 Execute & Monitor Your Plan
Your plan is executed with disciplined oversight and proactive communication, keeping you informed every step of the way.
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STEP 4 Review & Adapt Regularly
We proactively review performance and adjust as markets and life evolve—providing continuous guidance throughout your journey.
Meet Your Investment Team
A team of specialized experts who guide you each step of the way.
“Serving clients means ensuring their financial lives are managed with complete reliability. We honor commitments to best execution and portfolio precision, and we strictly do the right thing.”
Akbar Tiwana
Portfolio Trading Manager
“What I value most about my work is helping clients reach a place where they feel truly secure and confident about their future.”
Ben Hardigg, CFP®
Vice President, Wealth Advisor
“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, CFA®
Chief Investment Officer
“Helping my clients navigate the complex financial world we live in and protecting their lifestyles is very personally rewarding. My client friendships mean a great deal to me.”
Mark A. Bennett, CFA®
Principal & Portfolio Manager
“It’s incredibly rewarding helping clients work towards their financial goals, as these goals typically represent more meaningful hopes and dreams they have for their family.”
Todd Hibner, CFA®, CFP®
Portfolio Manager
“I really enjoy developing personal relationships with our clients while helping them build financial well-being and security for the future.”
Todd Poellein, CFA®
Principal & Portfolio Manager
“The best part of my job is having the opportunity to educate clients on the vastly complex universe of investments and then balance this universe with their risk tolerance and portfolio’s goals.”
Zac Martin
Senior Investment Analyst
Stay Informed. Stay Ahead.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
Markets in a Minute - Faulty Numbers
Week Ending May 15th; Markets waver near the end of the week as inflation recaptures investor focus.
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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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Partner with HORAN Wealth to bring clarity and discipline to your investment strategy.
The Investor’s Guide to Market Volatility
Discover practical strategies to stay disciplined when markets shift. Learn how diversification, risk management, and long-term vision can help you invest with confidence in any market environment.