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.
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.
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.
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.
Horan Capital Management is renamed Hunt Valley Wealth.
AUM surpasses $1B.
Company experiences rapid growth as assets under management approach $900MM. HCM is acquired by Connectus Wealth Advisers, providing additional support and expanded services to its growing client base, yet still operates autonomously as Horan Capital Management.
HCM acquires Kasanow & Associates, a Hawaii-based RIA with approximately $56MM in AUM. The firm’s AUM reaches $600MM.
John Heinlein becomes sole owner. The firm's AUM has now grown to $457MM. Company pivots from a primarily asset management firm to a holistic wealth advisory firm, providing asset management, financial planning, and advice.
Headquarters relocated from Pikesville, MD to Hunt Valley, MD.
HCM acquires Danforth & Associates, a Massachusetts-based RIA with approximately $59MM in AUM. The firm’s AUM reaches $300MM.
Company moves headquarters from Towson, MD to Pikesville, MD.
HCM participates in TD Ameritrade’s client referral program. AUM nearly doubles as clients across the country are attracted to the firm’s strong asset management offering.
Company is renamed as Horan Capital Management (HCM).
HAFA offices moved to a commercial office space in Towson, MD.
Horan & Associates Financial Advisors Ltd. (HAFA) founded by Patrick Horan and John Heinlein in a home basement office with $32MM in Asset Under Management (AUM).
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