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

Ring in the New Year with a Fresh Look at Your Financial Portfolio

January 24th, 2023

January 2, 2023 Erica Bouchard, CFP® January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning. As…

Inherited IRA? Here’s Why Planning Distributions Early Matters

January 24th, 2023

November 21, 2022 – Matt Nelson Those who have inherited an IRA since 2020 may be finding it a challenge to keep up with evolving account distribution requirements and IRS messaging. Distribution rules the IRS proposed earlier this year only added to the confusion. Below are some common questions that should be considered when planning…

Buckingham Perspectives Video: 2022 Stock Market Year-in-Review and 2023 Outlook

January 24th, 2023

December 21, 2022 From a return perspective, 2022 has been a challenging year for the stock market. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the highs and lows over the last year and his outlook for 2023. From time-to-time we share third-party articles/information that may be of…