Homan Wealth Advisors | Fiduciary Financial Advisors

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.

Services For

Individuals & Families

Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.

Foundations

We're proud to provide financial guidance to a wide range of non-profit organizations, helping them support and expand their important missions.

Plan Sponsors

As an independent fiduciary partner, we help you secure and increase the value of your company's retirement plan.

Learning Center

How to Make the Most of Down Markets

July 12th, 2022

By Daniel Campbell, CFA If you have been keeping a pulse on markets, you’ve seen the significant price swings so far this year. The S&P 500 has moved by 2% or more on 19 days already, while this only happened seven times in 2021¹, and it moved by more than 3% on five days, which…

5 Opportunities to Create a Living Legacy

March 29th, 2022

November 30, 2021 – Buckingham Strategic Partners WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give much thought to legacy planning aside from considering their will as they age and thinking about what to do with what might be left when they pass away….

Important 2022 Tax Updates for Baby Boomers

March 29th, 2022

January 24, 2022 – Patrick Kuster, CFP®, AIF® Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs…