A complete list of active advisors currently associated with Horizon Ridge Advisors L.L.C.

Warmer can help you find a great advisor at Horizon Ridge Advisors L.L.C. or one who fits your needs even better.

Horizon Ridge Advisors provides financial planning and discretionary (and, in limited cases, non‑discretionary) portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm offers broad-based financial planning on an hourly basis and supports ongoing asset management relationships for individual clients. Investment implementation is primarily delivered through a sub‑adviser relationship and model portfolios developed by third‑party providers; the sub‑adviser handles day‑to‑day trading, reporting, and back‑office functions while the firm supervises portfolio allocations and client servicing. Portfolios are tailored to client objectives and risk tolerances, clients may impose written restrictions, and accounts are reviewed at least annually. Notable features of the firm include an affiliation with licensed insurance agencies and associated persons who may sell commissionable insurance products, a relationship the firm discloses as a potential conflict of interest, and the managing member’s significant commitment to insurance activities. The firm is newly formed and currently reports no assets under management, relies on external model providers for security selection, and does not serve as an adviser to private funds.

To learn more about the advisors currently working at Horizon Ridge Advisors L.L.C., 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.