Homan Wealth Advisors

Homan Wealth Advisors is an independent wealth management firm dedicated to serving a select national clientele with a prudent investment approach. Founded in 2003, the firm operates on core principles of personal integrity and individualized client service. It provides a fiduciary level of care, meaning it has both a legal and moral responsibility to act in the best interests of its clients. This commitment is supported by its affiliation with Buckingham Strategic Partners, which allows advisors to focus on client needs and deliver exceptional service.

The firm caters to clients seeking a comprehensive wealth management solution that integrates investment, risk management, tax, and estate planning. By blending these strategies, Homan Wealth Advisors aims to help clients achieve their financial goals with confidence and calmness. The firm is part of an independent advisory group managing over $36.19 billion in assets, ensuring decisions are based on evidence and facts rather than emotions or opinions.

Homan Wealth Advisors primarily serves individuals who require a tailored approach to wealth management, leveraging the expertise of its founder, Rick, a Certified Financial Planner and CPA. The business model revolves around providing personalized financial solutions that align with clients' life goals, generating revenue through advisory fees.

Keywords: Wealth Management, Fiduciary Care, Personalized Strategies, National Clientele, Investment Approach, Tax Planning, Estate Planning, Risk Management, Independent Firm, Evidence-Based Decisions.