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

Investing Communication Update

  • February 19th, 2020

February 2020 The novel coronavirus seems to be on everyone’s minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, we do…

The Promise of a New Career: Understanding the Finances of Your New Job

  • February 12th, 2020

Kurt Wunderlich, CFA, CFP®, 1/29/2020 Congratulations! You landed a new job. Whether you’ll be stepping into a similar role just at another company or embarking on a completely new career, understanding some beyond-the-salary financial implications of your new gig can make the switch a lot easier. From keeping track of the savings in your old…

The SECURE Act and Student Loan Repayments: The Gift of Options

  • February 12th, 2020

Becca Craig, ABA, 2/4/2020 Much of the discussion surrounding the recently passed SECURE Act focuses on employer-sponsored retirement plans, IRAs and inherited IRAs. Yet, tucked away in the new law – which aims to expand access to retirement savings vehicles, preserve retirement savings, and encourage better savings habits – is the expansion of what counts as…

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