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

Pre-Tax or Roth? Your 401(k) Options Explained

August 1st, 2023

May 22, 2023 – Brandon Dingman If you’ve contributed to your company’s retirement plan, you have probably faced the decision of contributing pre-tax dollars or after-tax dollars. Although pre-tax is the traditional option for 401(k) contributions, many plans now offer Roth after-tax contributions as well. When deciding between the two options, it is important to…

How to Assess the Top Five Risks in Retirement

August 1st, 2023

April 24, 2023 – Ryan Berning The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk. For many, the vision of a successful retirement is having the freedom to pursue hobbies, travel and spend time with friends and family without…

Timely Strategies to Get Ahead of Student Loan Repayments

August 1st, 2023

April 10, 2023 – Becca Craig While you can’t control the student loan cancellation stalemate in the courts, you can take advantage of several student loan programs in 2023. As millions of Americans gear up to resume student loan payments after a three-year hiatus, many are anxiously awaiting the Supreme Court’s ruling on President Biden’s student…