Updated:
Horan Wealth
Horan Wealth was founded in 1948 by the Horan family. The firm provides wealth management, estate and retirement planning, life and disability insurance, and...
Horan Wealth
Horan Wealth was founded in 1948 by the Horan family. 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.
General information
Firm type
Multi Family Office
Year founded
1948
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Additional offices
Ft. Mitchell, KY, United States
Principals
Terence L. Horan
President and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Horan Wealth?
Terence L. Horan serves as President and CEO and holds majority ownership.
Does Horan Wealth participate in external networks?
Horan Wealth is a member firm of the M Financial network and a corporate partner of the Goering Center for Family & Private Business since 2010.
What geographic footprint does Horan Wealth maintain?
The firm is headquartered in Cincinnati, Ohio, and maintains an office in Ft. Mitchell, Kentucky.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: