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David H

CFP®, Series 65

Asheville, NC

Horizons Wealth Management

David Hunter is a CFP® with 22 years of industry experience. He has worked at Horizons Wealth Management since 2007 and previously at Kenneth Frenke & Co from 2004 to 2007. He holds a Series 65 license and is based in Asheville, NC. Horizons Wealth Management serves individuals, business owners, executives, high-earning technology employees, and charitable organizations with financial planning, wealth management, and retirement-plan consulting. The firm emphasizes strategic asset allocation using index ETFs and diversified vehicles, guided by customized Investment Policy Statements and periodic rebalancing.

General retirement planning Roth conversion strategy General tax planning Income planning Cash flow / budgeting Executive Technology Professional Founder/Business Owner
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Glen M

CFP®, Series 66

Asheville, NC

Horizons Wealth Management

Glen Martin is a CFP® and Series 66 credentialed advisor at Horizons Wealth Management in Asheville, NC, with 20 years of industry experience. He has been with Horizons Wealth Management since 2003. Horizons Wealth Management serves individuals, business owners, executives, high-earning technology employees, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement-plan consulting. The firm emphasizes a tiered client engagement model and strategic asset allocation primarily through index ETFs and diversified vehicles.

General retirement planning Roth conversion strategy General tax planning Income planning Cash flow / budgeting Executive Technology Professional Founder/Business Owner
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Susan C

Series 65

Asheville, NC

Horizons Wealth Management

Susan Cook is a financial advisor at Horizons Wealth Management in Asheville, NC, holding a Series 65 designation with nine years of industry experience. She has been with Horizons Wealth Management since 2015. Outside of her advisory role, she is a part owner of the Rough and Tumble Lodge in New Zealand and provides hourly-based financial planning through her practice, Susan Cook Financial Planning. Horizons Wealth Management serves individuals, business owners, and charitable organizations with comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a strategic asset allocation approach using primarily ETFs, customizes portfolios to client Investment Policy Statements, and offers both full-service and lower-touch managed portfolio options.

General retirement planning Roth conversion strategy General tax planning Income planning Cash flow / budgeting Executive Technology Professional Founder/Business Owner
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