About the Author

bio_patrickPatrick J. Horan, CFP®,  ChFC, President, is the founder of Horan Capital Management, LLC. The firm provides investment management, financial planning and retirement planning for individuals. Patrick also provides business valuation services for executives and closely-held business owners. Business planning and helping clients transition from owning and operating a business into retirement is one of Patrick’s specialties. Horan Capital Management has been recognized as one of the “Top 100 Independent Financial Advisors” by Barron’s magazine.

A strong advocate of objectivity in client advice, Patrick felt compelled to create his own firm in order to receive compensation through fees rather than product sales, thus eliminating conflict of interest. Patrick launched Horan & Associates Financial Advisors in 1995 when 98% of his existing clients transferred their assets to the new firm. In January 2005, the firm name was changed to Horan Capital Management, LLC, to better describe the services that we provide. Horan offers unparalleled service levels, creating customized portfolios with special attention to estate and tax planning issues.

 Patrick began his career in 1981 in the financial services industry, and is known throughout the country for experience and expertise as one of the top financial advisors in America (as noted by Worth magazine for consecutive years). Patrick is a Certified Financial Planner® and Chartered Financial Consultant. Each certification requires three years of study concentrated on financial planning and investment management.

 He has been quoted or appeared in the following media: This Week with David Brinkley, ABC News, Fox on Money, Entrepreneur Magazine, Investors Business Daily, The Wall Street Journal, The New York Times, Bloomberg Wealth Manager, Barons, Business Week, Financial Planning Magazine, Journal of Financial Service Professionals, St. Louis Today, Bottom Line Personal, Warfield’s Business Journal, Delaware Today, Baltimore Magazine, The Baltimore Sun and the Baltimore Business Journal.