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Vice President, Registered Representative
Tim Powell has been in the financial services industry since 1992 and with HORAN since 1997. As a Certified Financial Planner™, he specializes in the area of personal retirement planning and wealth accumulation.
Utilizing his expertise in fiduciary oversight, Tim helps manage plans for corporations and individuals to ensure fiduciary standards are met. “I work to create portfolio efficiency by tactically allocating investments to avoid overlap,” says Tim. “I believe simplicity goes a long way. The client doesn’t need to learn a new language. It is my job to creatively develop customized financial solutions for our clients.”
Dedicated to educating individuals on their retirement needs, Tim designed and developed Retirement Needs Analysis, a program that assists individuals in the coordination of their retirement benefits and the forecasting of their retirement needs. “No two retirement savings plans are the same,” says Tim. “Acting as a partner, I can focus on your investments, your retirement plan design, and your fiduciary and regulatory issues.”
Tim often speaks at the University of Cincinnati’s investment forum and regularly holds seminars on managing investment risk in a financially volatile world. “The HORAN team is comprised of individuals that are experts within their field,” says Tim. “We focus on our own areas of expertise, but continue to collaborate with the rest of the team. These unique perspectives and a sense of collaboration result in truly holistic financial planning.”
In 2008 and 2010, Tim received the Five Star: Best in Client Satisfaction - Wealth Managers distinction from Cincinnati Magazine.
- Brighton Center - Board Member
- Cincinnati Agency for Blind & Visually Impaired - Finance Committee
- Financial Planners Association - Member
- FINRA Series 6 and 63 registrations
- Life, Accident & Health Insurance and Variable Annuity license
- Cleveland Institute of Art, Case Western Reserve University - B.F.A Art Direction
- Xavier University - Executive Certificate in Financial Planning
- Institute of Fiduciary Studies, University of Pittsburgh - Accredited Investment Fiduciary (AIF®)
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