Homan Wealth Advisors | Fiduciary Financial Advisors

Welcome to a better way to put your goals within reach.

We are Homan Wealth Advisors, an independent wealth management firm serving a select national clientele who seek a prudent investment approach. Everything we do is based on a simple fiduciary promise: to do what's right for you, no matter what.

See how we do it.

Working together to focus on what really matters.

What if your financial advisors actually tied the decisions you’re making with your investments with your life? What if you knew they had the experience and the team that could help you achieve your most important goals? What if they could manage a process that takes away the anxiety of the uncertain future?

Find out at Homan Wealth Advisors.

We value evidence over emotion.

For decades, Wall Street and the financial media have been attempting to sell you on the idea that stock picking and finding the ‘next best thing’ can make investors rich. We help you tune out this unhelpful noise. Our evidence-based approach has proven that a globally diverse, low-cost mix of investments in a portfolio based on an investor’s unique risk tolerance is the best way to achieve long-term financial goals.

See us in action.

Services For

Individuals & Families

Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.

Foundations

We're proud to provide financial guidance to a wide range of non-profit organizations, helping them support and expand their important missions.

Plan Sponsors

As an independent fiduciary partner, we help you secure and increase the value of your company's retirement plan.

Learning Center

How do Election Years Affect Investing Behavior?

March 13th, 2024

March 5, 2024 – Kevin Grogan, CFA, CFP® Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. During presidential election years, a question that often comes…

Cybersecurity Tax-Related Identity Theft

October 3rd, 2023

Tax-related identity theft occurs when someone uses your stolen personal information, including your Social Security number, to file a tax return claiming a fraudulent refund. You may be unaware this has happened until you file your return and discover a return has already been filed using your Social Security number. Alternatively, the IRS may send…

Cybersecurity Email Compromise

October 3rd, 2023

Do you believe your email has been hacked? Have friends and family members been reaching out to you regarding messages you didn’t send? Click below to find out what your next steps should include. Download the Email Compromise Next Steps Here From time-to-time we share third-party articles/information that may be of interest to our…