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

Does Active Management Pay in Bond Markets?

  • May 1st, 2018

Larry Swedroe examines a new study that highlights the negative relationship between activity and performance in bond funds. Does it pay to be active in fixed-income markets? To help answer that question, Martin Rohleder, chair of Finance and Banking at the University of Augsburg, examined the performance of active fund managers in his December 2017…

The Four Horsemen of Your Portfolio

  • April 30th, 2018

When it comes to secure retirement, today’s investors face some major hurdles. Larry Swedroe unpacks the threat, and offers some solutions to help improve financial outcomes. A common axiom is that those who fail to plan, plan to fail. And while most people would never start a business without a business plan, many investors manage…

Larry Swedroe on Bloomberg’s ETF IQ: Shrinking Pool of Investors Hits Active Investing

  • April 30th, 2018

Larry Swedroe talks to Bloomberg ETF IQ host Scarlet Fu in an interview that tackles topics ranging from the Yale endowment to passive fixed income funds and the hurdles facing active managers. Diversify broadly across unique sources of risk and return, Larry Swedroe tells Bloomberg ETF IQ host Scarlet Fu in an interview that tackles…

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