A complete list of active advisors currently associated with Blue Horizon Equity, Inc.

Warmer can help you find a great advisor at Blue Horizon Equity, Inc. or one who fits your needs even better.

Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing roughly $746 million that provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax‑qualified retirement plans, and other institutions. The firm offers sponsored wrap-fee Unified Managed Accounts (UMA), an Advisor‑as‑Portfolio‑Manager (APM) program, and access to third‑party money manager programs such as AssetMark, SEI, and Morningstar. The firm delivers both discretionary and non‑discretionary management, using strategist “sleeves” and advisor-created models within UMA accounts and allowing advisors discretion in APM accounts when clients authorize it. Blue Horizon also provides customized written financial plans and ERISA-focused Plan Advice and Consulting services, including IPS preparation, investment monitoring, QDIA recommendations, and participant education. Distinctive features include operating as a multi‑advisor team across multiple offices while acting as the sponsor and investment adviser for its wrap‑fee programs, a combination that is relatively uncommon for comparable team firms. Many advisors are also registered representatives of Cetera Wealth Services and licensed insurance agents, and the brochure discloses promoter/loan and bonus arrangements with the broker‑dealer relationship that the firm says it manages through supervision and disclosures.

To learn more about the advisors currently working at Blue Horizon Equity, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Blue Horizon Equity, Inc.'s office locations.