Michael Hermes
Market President | Wealth Advisor at HORAN Wealth
- Role
- Market President Wealth Advisor at Horan Wealth
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Michael Hermes
Since 1948, HORAN Wealth has been crafting customized plans that protect and enhanceyour wealth. Our mission, however, extends far beyond mere financial planning. We believethat true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience withevery interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employers addressessential needs, including Investment Management, Financial Planning, Retirement PlanConsulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell,Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement PlanningAdvisory Group, we bring the best services, resources and value to our clients. Ourintegrity, commitment to excellence and industry knowledge are foundations upon whichHORAN Wealth has built a reputation for delivering high-quality products and services.Visit to learn more- Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through HORAN Wealth Management. HORAN Wealth Management is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Experience
Market President Wealth Advisor
Jan 2018 — Present · Pittsburgh, PA, US
Preparing for retirement can feel like a full-time job. Between Social Security, Medicare, Pensions and Investments, Insurance, etc, your financial options are overwhelming. One of the most exciting times of your life shouldn’t be one of the most stressful. As a fiduciary with a niche for upcoming retirees, I assist individuals with maximizing benefits, minimizing taxes, and limiting risks for a healthy retirement through objective and comprehensive financial planning and investment management. If you are in need of assistance, please give me a call and we can walk through your options via a complimentary consultation.
Education
University of Dayton
Bachelor's Degree, Finance, Entrepreneurship
2009 — 2013
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