Our Alliances

bam-logo-alliance

Homan Wealth Advisors is proud to be a founding member of the BAM ALLIANCE, one of the largest groups of independent advisors in the United States. The targeted support and day-to-day resources provided to member firms of the BAM ALLIANCE means advisors at Homan Wealth Advisors are able to remain focused on your needs and constantly striving to provide service that exceeds your expectations.

Our goal is to bring a sense of calm and confidence to our clients’ lives. It’s the kind of confidence that comes with working with an advisor whose decisions are based on evidence and fact, not emotions or opinions. Most of all, it’s the kind of confidence that comes from working with an advisor who is part of an independent advisory group that manages or administers more than $30 billion* in assets.

   *Collective assets under management or administration by the BAM Alliance as of June 30, 2017.

 

dimensional-logo-alliance

The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

 

 

Hancock Dana PC Alliance

Our firm’s founder and president, Richard Homan, is a partner with Hancock & Dana, P.C., a leading regional certified public accounting firm serving clients throughout the U.S. Our collaboration with the tax experts at Hancock & Dana is an invaluable asset to our clients’ long-term financial plans. Combining tax knowledge with access to national and local expertise has allowed us to better direct our clients toward achieving their most valued goals.

 

 

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