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.
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.
We're proud to provide financial guidance to a wide range of non-profit organizations, helping them support and expand their important missions.
As an independent fiduciary partner, we help you secure and increase the value of your company's retirement plan.
January 8, 2021 – Featuring Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients…
January 8, 2021 – Featuring Jeffrey Levine, Director of Advanced Planning at Buckingham Strategic Wealth When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action…
December 28, 2020 – Featuring Jeffrey Levine From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…