HORAN Wealth
Financial ServicesView the employees at
HORAN Wealth-
Mark Bennett, CFA Principal & Portfolio Manager – HORAN Capital Advisors, LLC at HORAN
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Cincinnati Metropolitan Area
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Top 5%
David Lohre, AIF Vice President, Wealth Advisor-
Covington
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Rising Star
Michael Napier, CFP Vice President, Wealth Advisor, Cincinnati-
Covington, Kentucky, United States
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Rising Star
Terence Horan, CLU, ChFC President & CEO-
Cincinnati, Ohio, United States
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Top 1%
Rita Macke Client Relations Manager at HORAN Wealth-
Cincinnati, Ohio, United States
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Rising Star
Overview
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.
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