Patrick J. Horan, CEO®, ChFC, President, is the Founder of Tesoro Capital Management, LLC.

The firm provides investment management, Financial planning and retirement planning for individuals.

Business planning and helping clients transition from owning and operating a business into retirement is one of Horan’s specialties.

Patrick Horan has been recognized as one of the “Top 100 Independent Financial Advisors” by Barron’s for several years, as well as Top Wealth Manager for nine consecutive years by Bloomberg.

A strong advocate of objectivity in client advice, Horan felt compelled to create his new firm in order to receivecompensation through fees rather than product sales, thus eliminating conflict of interest.

Tesoro Capital Management was launched in 2024.

Horan offers unparalleled service levels to clients, creating customized investment portfolios with special attention to estate and tax planning issues.

Horan began his career in 1981 in the Financial servicesindustry, and is known as one of the top financial advisors in America because of his experience and expertise (noted by Worth magazine for many consecutive years).

Horan is a Certified Financial Planner® and Chartered Financial Consultant.

Each certification requires three years of study concentrated on Financial planning and investment management.

He has been quoted or appeared in the following media:

This Week with David Brinkley, ABC News, Fox on Money, Entrepreneur Magazine, Investor’s Business Daily, The Wall Street Journal, The New York Times, Bloomberg Wealth Manager, Kiplinger’s Personal Finance, Barron’s, Business Week, Financial Planning Magazine, The Journal of Financial Service Professionals, St. Louis Today, Bottom Line Personal,Delaware Today, Baltimore Magazine, The Baltimore Sun, The Baltimore Business Journal, Florida Trend Magazine, Boca Raton Magazine, Boca Raton Observer, Palm Beach Illustrated and Medical Economics.

“There’s no such thing as a standard portfolio” – Patrick J. Horan CEO Tesoro Capital Management, LLC.