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About Us
What kind of mark would you like to leave on the world?
Our philosophy on investing and planning is structured to help you achieve long-term growth and build your personal legacy.
We buy good businesses below what they are worth and believe in the power of compounding. This approach keeps our clients invested for long-term growth providing them the capital to achieve their goals and leave their unique mark.
Hunt Valley
Wealth Culture
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Why we do it
We believe clients who want to create a legacy deserve to partner with an advisor whose perspective aligns with their goals.
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How we do it
We help our clients create a legacy by:
• Planning for the long term
• Investing for the long term
• Staying focused on the long term -
What we do
We provide a disciplined approach to investment management and financial planning.
Our Mission: To be the sought-after wealth manager for clients who want to leave their unique mark on the world.
- Always act in the best interests of clients.
- Be a fiduciary.
- Be transparent.
- Hold yourself to the highest standards.
- Follow through on your commitments.
- Continuously improve.
- Innovate.
- Be intellectually curious.
- Ask questions.
- Share best practices.
- Embrace teamwork.
Firm History
Hunt Valley Wealth was founded in 1995 by Patrick J. Horan and his partner, John Heinlein. Prior to its founding, John and Pat worked together in Pat’s financial planning practice at American Express Financial Advisors (now known as Ameriprise). After years of being limited to product sales, the two decided that they wanted to work with clients in a better way. They chose to break away from their brokerage firm and start a new independent fee-based advisory.
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