Horan Wealth Management is a comprehensive financial services firm specializing in personalized wealth management and retirement planning solutions. Based in Baldwinsville, NY, the firm offers tailored financial advice designed to help individuals and families achieve long-term financial goals. With a strong emphasis on trust and transparency, Horan Wealth Management provides strategic guidance in investment planning, estate planning, tax-efficient strategies, and risk management. Their team of experienced advisors takes a holistic approach to asset management, ensuring clients’ financial plans align with their life goals.

A standout feature of Horan Wealth Management is its client-centered philosophy, fostering long-term relationships through consistent communication and education. The firm also provides fiduciary advisory services, ensuring clients’ best interests always come first. While rooted in Central New York, Horan serves a diverse clientele, including retirees, business owners, and high-net-worth individuals. The firm’s commitment to integrity and personalized service has earned it a respected reputation in the financial planning community.

Website: https://www.horanfinancial.com/

Key Services:

– Comprehensive financial planning
– Retirement income and distribution strategies
– Investment portfolio management
– Estate and legacy planning
– Tax-efficient planning strategies
– Risk management and insurance planning
– Education funding strategies
– Fiduciary advisory services