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

The Toll of New Trade Tensions and Your Portfolio

  • June 3rd, 2019

It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? The BAM ALLIANCE’S Director of Investment…

The Uncommon Average

  • May 7th, 2019

May 2019 “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” — David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns…

Evidence Based Investing Captures what Traditional Indexing Leaves Behind

  • April 23rd, 2019

Prior to joining Buckingham Strategic Wealth, I worked with institutional clients educating them and supporting their use of indexes within their global equity portfolios. At the time, I was working with MSCI – the index giant – out of their Chicago and San Francisco offices. My clients included some of the largest public pensions in…

Privacy Policy | Legal Notices | Sitemap