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Creating Significant Wealth

Why Us?

WE BUILD WEALTH FOR CLIENTS USING A PATIENT, TIME-TESTED, LONG-TERM VALUE INVESTMENT APPROACH. Our seasoned team of professionals provide personalized, independent advice to help clients achieve their goals and build their financial legacy. 

 

About Us

We provide transparent, independent investment management and financial advice and receive NO COMMISSIONS from the purchase or sale of products.

Process

1

Discovery Phase

Define and Prioritize goals

Collect and analyze your finances

 

2

Implementation Phase

Execute an action plan to meet your financial goals

 

3

Management Phase

Provide ongoing support and account reporting 

Continuously monitor holdings and regularly re-evaluate your financial situation 

 

Philosophy

We custom tailor each portfolio based on individual client’s goals, needs and tolerance for risk. 

 

Our Process

 It all starts with a conversation about your goals and objectives in order to provide a roadmap designed to meet your goals.

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About Us

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What We Do

 

 

Investment Management

Continuously monitor your investment portfolios to ensure they align with your financial goals and level of comfort for taking on risk.

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Wealth Planning

Partner with high-net worth individuals to invest their wealth and build a legacy. By providing a dedicated team to each client, we create comprehensive wealth plans, sound investment strategies, and lasting relationships.

Learn More

 

Institutional Services

Provide investment management services to endowments, foundations, corporations and retirement plans.

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Your Team

Learn more about our amazing team of professionals.

Team members

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John Heinlein

CEO and Senior Portfolio Manager

Bio
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Matt Rockstroh

COO and Chief Compliance Officer

Bio
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Jennifer Heinlein

Director of Marketing and Business Development

Bio
Photo of team member

Christina Garland

Wealth Advisor

Bio
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Jay Schuman, CFP®

Wealth Advisor

Bio
Photo of team member

Matthew Cheney, CFP®, CPWA®, CIMA®

Wealth Advisor

Bio
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Jessica Bender

Client Service Specialist

Bio
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Stavros Rizakos

Investment Operations Associate/Financial Planning Analyst

Bio
Photo of team member

Daniel Hukportie

Investment Operations Associate

Bio
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Louis Foxwell

Sr Equity Analyst/Asst Portfolio Manager

Bio
Photo of team member

Matthew Holman, CFA®

Sr Equity Analyst/Asst Portfolio Manager

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Contact Information

Office Address:

20 Wight Avenue, Suite 155
Hunt Valley, MD 21030

Get Directions

Contact:

Phone: (410) 494-4380
Toll Free: (800) 592-7534

 

20 Wight Avenue, Suite 155
Hunt Valley, Maryland
21030 United States

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Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click "Disclosures" above for additional important disclosures.  Click the following for more information about Connectus:  www.connectuswealth.com.

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