Michael D. Napier, CFP^®
Director of Financial Planning
Registered Representative

Mike Napier helps clients in the crafting of detailed financial plans.  As a Certified Financial Planner (CFP®) and a Fiduciary, his focus is to assist individuals and families with all aspects of their financial future. Mike’s expertise includes estate and income tax planning, retirement income analysis, risk management, education planning/funding and investment asset allocation.  He has been in the financial services industry since 1999 and joined the team of advisors at HORAN in December 2010.

Mike strives to earn trust through “high touch” service, education, and providing independent and objective recommendations. “I am an independent and unbiased resource. I’m committed only to working in the best interest of my clients. ” He creates detailed and personalized financial plans and, if necessary, will coordinate with other industry professionals such as attorneys, accountants or private banking representatives. “Our team works with clients to maintain and improve their standard of living,” says Mike. “The most rewarding part of my job is helping families build a better life through financial security.”

Prior to joining HORAN, Mike worked for Wealth Planning Corporation in Cincinnati where he constructed financial plans, chaired the firm’s Investment Committee and oversaw the firm’s income tax department.

Community / Education

• Brighton Center - Board Member
• Julie Learning Center - Board Member
• Life Learning Center - Development Team Member
• Cincinnati Estate Planning Council – Member
• Boy Scouts of America – Second Grade Den Leader 
• College for Financial Planning - Chartered Mutual Fund Counselor (CMFC^®)
• College for Financial Planning - Chartered Retirement Plans Specialist (CRPS^®)
• Accreditation Council for Accountancy/Taxation - Accredited Tax Preparer (ATP^®)
• Life, Accident & Health Insurance and Variable Annuity license
• FINRA Series 6 and 63 registrations
• Xavier University - B.S.B.A. Finance