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Our Mission

Founded in 1991, Homans and Associates Wealth Management was established with the desire to build lasting relationships with our clients. The cornerstone of these partnerships is an understanding that an individual’s financial plan begins long before they walk through our doors. It begins the first time they hold their newborn child in their arms, envisioning the life they’d like to provide or the first time they get a taste of the adventures awaiting them in retirement. Simply, it begins with a dream.

We help clients like you articulate and realize these dreams using a two-fold approach. First, our team paves the way for open, honest dialogue by creating an environment where you feel comfortable sharing your financial objectives and expressing your challenges. Then, we offer independent advice which encompasses a client-centric mentality and results in a comprehensive plan tailored to you. Through it all, we strive to truly know you, know your situation, and know your options. 

Our mission as advisors is to enhance the financial security of our clients and their families. Every portfolio implemented and every strategy we recommend is designed to bring you a step closer to fulfilling your dream – giving your life a higher purpose. Together, we work to make the future you’ve imagined a reality.

Meet The People Behind the Plan