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.

Learning Center

Is COVID-19 Creating an Education Planning Crisis?

  • June 17th, 2020

Tim Maurer, Director of Advisor Development, 6/3/2020 Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full of uncertainty about whether or not college campuses would even reopen for the fall semester, there…

What Illustrating your Wealth Transfer Plan can Show you at a Glance

  • June 17th, 2020

Stan Purvis, CPA, CFP®, 6/3/2020 We all know that legal documents, at least for those of us who aren’t attorneys, can be complex and often overwhelming to digest. Your estate planning documents, for example, likely contain dozens of pages of unfamiliar jargon and language we simply seldom encounter – or would ever use ourselves –…

What is ‘Bracket Creep’ and How do you Avoid it?

  • June 17th, 2020

Jada Diedrich, Wealth Advisor, 6/3/2020 With so much financial information coming at us each day, and at a time when everything seems to be changing, trying to stay on top of the terminology can be overwhelming. It can be a daunting task even to begin figuring out whether you, personally, need to pay attention to…

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