A complete list of active advisors currently associated with Horizon Family Wealth, Inc.

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

Horizon Family Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and standalone financial planning and consulting. The firm reports $278,813,453 in discretionary assets under management and offers services that include tailored investment portfolios and written financial plans. The firm describes a fiduciary, client‑focused process that combines fundamental, quantitative, technical and sector analysis to construct diversified portfolios across stocks, bonds, ETFs, mutual funds, options, REITs, MLPs and alternative investments. Horizon may employ third‑party managers and discloses the use of options and other derivatives, as well as exposure to leveraged strategies within certain alternative investments, as part of its investment toolkit. Noteworthy aspects of the brochure include a founder‑owned, relatively compact advisory operation overseeing substantial AUM for a small team, and a recent policy change limiting client‑imposed investment restrictions in most cases. The firm also emphasizes formal due diligence of third‑party managers and discloses the potential for combined firm and third‑party fees up to 2.50%, details that prospective clients may find important when comparing governance and cost structures with peers.

To learn more about the advisors currently working at Horizon Family Wealth, 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.