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Awards & Recognition

Our solid partnerships within the professional community are a fundamental element of the service we offer at HORAN.

We are a member firm of the prestigious M Financial Group, a unique alliance of financial service professionals. This affiliation gives our clients access to a number of advantages, including M Financial Group’s purchasing power, proprietary products, expertise, alliance with major insurance carriers, and due care.

We are associated with United Benefit Advisors, one of the nation's largest privately held employee benefits advisory organizations, with multiple offices located throughout the U.S. UBA members provide benefits consulting and brokerage services to nearly 10,000 private corporations and public employers.

Additionally, over our many years in business, we have developed strong alliances with many top attorneys and accountants. We serve as mutual sources of referrals. We work closely with these professionals, functioning together as a team to help bring our mutual clients’ goals and objectives to fruition.

These alliances allow us to deliver exceptional, personalized service to our clients.

Latest Awards & Recognition

HORAN’s Mike Lakin named to 2018 Class of Forty Under 40

 July 26 2018
Mike Lakin, Vice President of New Business Development at HORAN, is a Cincinnati Business Courier's 2018 Forty Under 40 Award recipient. This year’s class of 40 honorees will be recognized during a reception being held on September 18, 2018. The Forty Under 40 award is given annually to young professionals since 1995, recognizing individuals for their accomplishments in shaping the communit...

HORAN Capital Advisors Expands Team to Support Clients

 July 11 2018
HORAN Capital Advisors (HCA) is pleased to announce Lisa Marek has joined the organization as Client Services & Operations Associate. HCA is an independent, investment advisory practice focused on the investment and planning needs for high-net worth families and institutions. HCA is dedicated to forming lifelong relationships with their clients while helping them develop customized invest...

Cincinnati investment firm generates explosive growth

 February 8 2018
HORAN Capital Advisors (HCA) was featured in the February 7 on-line edition of the Cincinnati Business Courier focusing on growth and recognition as one of the Top 100 Emerging Wealth Managers Listing for firms $100MM to $500M positioned at #65.  Read the article on-line with the Cincinnati Business Courier. Download a PDF version of the article. 

HORAN Capital Advisors Ranked Top 100 Emerging Wealth Managers

 January 8 2018
HORAN Capital Advisors (HCA) is ranked in the Top 100 Emerging Wealth Managers Listing and was positioned at #65 and the highest ranked in Ohio. This year’s unique ranking showcases wealth management firms from $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years.  RIA Database ranked the Top 100 Emerging...

HORAN’s Jodi Fritsch Named YWCA of Greater Cincinnati 2017 Rising Star

 November 9 2017
The YWCA of Greater Cincinnati has announced its 2017 class of YWCA Rising Star Award recipients. The YWCA Academy of Career Women of Achievement created the Rising Star Award and Network in 2002 as a way to mentor and support younger women (age 25 - 40) in pursuit of excellence in their careers. Nomination criteria include having the qualities of an outstanding performer, proven leadership abilit...