At HORAN Wealth, we are passionate about delivering an experience that keeps our clients coming back year after year. Your HORAN Wealth advisor and dedicated service team focus on building genuine, lasting relationships and we strive to
provide legendary experiences with every interaction so you can feel confident
your goals are being managed appropriately.

  • Andrea Costa

    • Retirement Planning with Andrea Costa, JD, MBA

      1 hour

      If you have questions about establishing a legacy and need guidance regarding estate planning concepts, let’s discuss your asset mix, current estate plan, and family dynamics. Together we will explore the planning considerations that ma ...

    Ben Hardigg

    • Introduction Meeting

      45 minutes

      We look forward to sitting down with you to discuss your personal situation and how HORAN can be of service.

    • Get Organized Meeting

      45 minutes

      By the end of the meeting, though, our goal is to help you Get Organized. Together we’ll start you on your way to getting your financial information in good order, and set you up with a system to keep things organized in the future. And ...

    • Review Recommendations and Prioritize Implementation Meeting

      1 hour

      During our next meeting, we will review recommendations and prioritize our implementation (specific tactics and action items). Our goal is to have an overview of your current financial picture and take concrete steps to help improve y ...

    • Reconnecting

      1 hour

      As an important relationship, I look forward to the opportunity to reconnect with you and your family and find out what is new and upcoming in your lives. Furthermore, I am excited to discuss how our team can add value now and in the f ...

    • 401k Review

      30 minutes

      We look forward to sitting down with you to review your current employer 401k. Also, we will be able to review any financial planning questions that you have.

    • Retirement Planning with Ben Hardigg, CFP®

      45 minutes

      We look forward to sit down and learn more about you and your family. Our services are designed for individuals that are ready to clarify, simplify and organize their financial life; while maximizing available options through employer b ...

    • Benefit Review Meeting

      45 minutes

      Understanding and maximizing your current benefits is a crucial step in preparing your personal financial plan. While we might not be able to help with everything, we hope that we can give you insight to the choices available to you. ...

    • Client Review Meeting

      1 hour

      I look forward to seeing you soon and if there are any specific topics you would like to discuss, please send me an email prior to our meeting. If there is a specific time you would like to meet that is not available, please reach out ...

    • Retirement Planning with Ben Hardigg, CFP®

      1 hour

      Meet with me if you would like to discuss:

      1) Retirement planning
      2) Pension election options
      3) Investment accounts
      4) Insurance
      5) Estate Planning

    • 30 Minute Meeting with Ben Hardigg, CFP®

      30 minutes

    • Financial Plan Review with Ben Hardigg, CFP®

      1 hour 30 minutes

      We look forward to seeing you soon to review your financial plan and recommendations. Please allocate 60 - 90 minutes for this meeting.

      Thanks,

      Ben

    • Meeting with Andrea Costa and Ben Hardigg

      1 hour

    • 401(k) Planning with Ben Hardigg from Horan

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Financial Planning and 457 Set Up

      30 minutes

    David Lohre

    • Retirement Planning with David Lohre, AIF

      1 hour

    Keith Prince

    • Retirement Planning with Keith Prince, CFP(r)

      1 hour

      If you are close to retirement and need to create a financial plan and understand your retirement options, I will analyze your entire financial picture to make sure you are covered from every angle. There is no fee for this service. M ...

    Kelsey Contadino

    • Retirement Planning Consult with Kelsey Contadino from HORAN Wealth

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Cincinnati Location: Retirement Planning Consult with Kelsey Murray from Horan

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Virtual Retirement Planning Consult with Kelsey Contadino from HORAN

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    Michael Hermes

    • Retirement Planning with Michael L. Hermes, CFA, CFP®

      1 hour

      If you are close to retirement and need to create a financial plan and understand your retirement options, I will analyze your entire financial picture to make sure you are covered from every angle. There is no fee for this service. M ...

    • Social Security Planning with Michael L. Hermes, CFA, CFP®

      30 minutes

      Meet with me if you would like to discuss: 1) Exactly when to begin collecting Social Security 2) Detailed breakeven analysis on your benefits 3) Benefits comparison of numerous filing ages 4) Social security taxation 5) Other retireme ...

    Michael Napier

    • Retirement Planning with Michael Napier, CFP®

      1 hour

    • Financial Planning with Michael Napier, CFP®

      30 minutes

      Meet with me if you would like to discuss:

      1) Retirement planning
      2) Pension election options
      3) Investment accounts
      4) Insurance
      5) Estate Planning

    Paul Carl

    • Virtual Retirement Planning Consult with Paul Carl from HORAN Wealth

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Retirement Planning Consult with Paul Carl from HORAN Wealth

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    Rachele Wolf

    • Retirement Plan Consultation with Rachele Wolf from HORAN Wealth

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Perfetti 401(k) Consultation

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • SCI Retirement Plan Consulation with Rachele Wolf of HORAN

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:

      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    • Retirement Plan Consultation with Rachele Wolf from Horan - Virtual/Phone

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary

    Thomas Reitzes

    • Retirement Planning Consult with Thomas Reitzes from HORAN Wealth

      30 minutes

      Please schedule a time to meet with me if you would like to accomplish any of the following:
      1. Determine if you are on track with your savings
      2. Update your contributions
      3. Discuss investment strategy
      4. Update your beneficiary