A complete list of active advisors currently associated with Horizon Financial
Warmer can help you find a great advisor at Horizon Financial or one who fits your needs even better.
Horizon Financial is an SEC-registered advisory firm serving individuals and families—including high-net-worth clients—through discretionary portfolio management, trust and retirement account services, and integrated financial planning provided only to clients who engage the firm for investment management. The firm manages roughly $510 million in regulatory assets across a nine-advisor team and typically implements client strategies using internally developed model portfolios. The firm’s investment process is model-driven and overseen by an internal investment team and an Investment Policy Committee, emphasizing diversified, long‑term asset allocation implemented mainly via mutual funds, ETFs, and, for larger or more complex accounts, individual securities. Horizon requires clients to custody assets at its recommended custodians (commonly Charles Schwab), mandates client authorization for direct deduction of combined advisory and per‑account technology fees, and manages accounts on a discretionary basis. Noteworthy differences from many peers include disclosure that certain firm personnel also act in separate brokerage and insurance capacities and receive commissions, 12b‑1 and trail compensation through a third‑party broker‑dealer and insurance arrangements; the firm states it addresses these conflicts through supervisory review and written policies. Horizon also generally prohibits directed brokerage, does not vote client proxies, often delivers financial planning orally rather than as a formal written report, and recently clarified promoter and commission disclosures in its brochure.
To learn more about the advisors currently working at Horizon Financial, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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