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

Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

  • August 27th, 2021

August 9, 2021 – Jada Diedrich If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us—wake up calls about how we spend our time…

The Endowment Effect: Why we Hold Assets we Ought to Sell

  • August 27th, 2021

May 18, 2021 – Larry Swedroe The issue of holding or selling an asset is one of the more frequent risk management problems I am asked to address. I hope the following will help you address the problem from the right perspective. Put yourself in the following situation: You are a wine connoisseur. You decide…

Creating a Charitable Legacy for when you are Gone

  • August 27th, 2021

July 15, 2021 – Elliot Dole Not long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After some reflection, this individual responded that they didn’t feel comfortable with the idea of others carrying forward their charitable mission, as whoever is chosen to lead the foundation could…