Horan Wealth

Horan Wealth

Horan Wealth was founded in 1948 by the Horan family. Its wealth originated in the insurance and employee-benefits advisory business that still shapes the firm’s client base of affluent families and private companies. The firm provides wealth management, estate and retirement planning, life and disability insurance, and corporate benefit consulting. It operates as a multi-family office and participates in the M Financial network for product access. Confirmed activity includes the 2023 sale of its employee benefits division to Hub International. Operations remain concentrated in North America with offices in Ohio and Kentucky. The firm employs an integrated planning model that combines investment management with insurance and benefits services. Terence L. Horan holds the roles of President, CEO, and majority shareholder. An additional office operates in Ft. Mitchell, Kentucky. The firm supports the HORAN Scholarship Fund and maintains corporate partnerships with the Goering Center for Family & Private Business since 2010. Horan Wealth functions as a multi-family office that retains direct ties to an operating insurance and benefits business. This structure supplies both client relationships and product capabilities not typical of pure investment offices.