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

Active Management’s Persistent Failure to Persistently Outperform

  • January 21st, 2020

Larry Swedroe, 1/14/2020 Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that focus on persistence of performance. This is an important issue because if…

Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

  • January 7th, 2020

Bethany Ketron, CFP®, 12/31/2019 Budget. It’s a term that strikes fear in almost everyone at one time or another. But, while many people view investing as the key to financial success, it’s really budgeting that unlocks the door. After all, you need assets in order to invest them. Because budgeting is so often negatively associated…

What’s First with Your Next Dollar: Investing or Paying Off Debt

  • December 10th, 2019

Kurt Wunderlich, Associate Wealth Advisor, 9/25/2019 Today’s young professionals often begin their careers staring at a mountain of debt: student loans, car notes, credit card balances and not infrequently a mortgage. When constructing your personalized financial plan, a review of your debts and investment assets is the first step in answering the question: Should I…

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