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

Finding a College That fits Your Budget and Your Child

February 23rd, 2021

February 5, 2021 – Featuring David Ressner Knowledge is power. That fact applies to so many parts of life, especially college planning. Until recently, college admissions and financial aid were black boxes. But lately, light has been shone into that box. You can take advantage of that knowledge, rather than being taken advantage of, when…

The Crazy Stuff We Do With Money

February 23rd, 2021

February 5, 2021 – Featuring Tim Mauer, CFP® I’ve got some good news. You’re not crazy. That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he wrote in 2018. It’s a compelling read and the book offers many great lessons,…

Ask Buckingham: What does the GameStop Debacle Mean for my Investment Strategy?

February 4th, 2021

February 1, 2021 – Featuring Jared Kizer 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…