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Why Work With Us

Over the past three decades, Homans and Associates Wealth Management, LLC has had the pleasure of serving hundreds of individuals and families. These men and women represent a diverse clientele of young professionals accumulating assets, business owners growing capital, empty nesters preparing for retirement, and retirees enjoying life beyond the workforce. Although they range in age and stage, each arrived at our firm looking for expert advice delivered with a human touch.  

Our team embraces a holistic focus that brings everything together in one place. Like architects, we construct a blueprint of your unique needs, and subsequently seek to meet through tax preparation, investment management, and retirement planning. The cutting-edge software we leverage complements our industry knowledge and strengthens your confidence as we strive to move toward attaining your goals.

The true key to our success, however, is the role we play in empowering you to make informed decisions. We see ourselves as consultative in nature, encouraging two-way communication and a mutual commitment to put you first. Client events and ongoing engagement opportunities promote further involvement, allowing us to stay abreast of the changes occurring in your life. As your circumstances evolve, our steady guidance realigns your best interests with your plan.

Learn More About Our Process

Tax preparation services offered through Homans & Associates, which is not affiliated with SagePoint Financial, Inc.