Horizon Wealth

Logan Smith is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Horizon Wealth in Denver, CO. His prior roles include positions at Emerson Equity LLC, Root Financial Partners, Crux Wealth Advisors, Raymond James Financial Services, and Charles Schwab. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for roughly 163 client relationships across six advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, utilizing diversified asset allocation with an emphasis on tax-aware planning and coordination with clients’ other advisors.

Jonathan Vogel is a CFP® with nine years of industry experience currently serving at Horizon Wealth. His prior roles include positions at Emerson Equity, Impact Partnership Wealth, Summit Wealth Strategies, Larson Financial Securities, Stifel Nicolaus, and Scotttrade. He also acts as an insurance agent, assisting clients with fixed indexed annuities and life insurance needs. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, focusing on retirement investing, income replacement, and financial independence.

Austin Cooper is a financial advisor at Accelerated Wealth Advisors LLC in Colorado Springs, holding a Series 65 designation with one year of industry experience. Prior to joining Accelerated Wealth Advisors, he worked at Concentrix and held several roles in diverse sectors including higher education and government investigations. Accelerated Wealth Advisors LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, corporations, and private funds. The firm emphasizes strategic asset allocation, manager selection, and diversification, combining active and index strategies while maintaining involvement with private pooled vehicles and affiliated management entities.

Lawrence Spoth is a financial advisor at Horizon Wealth with ten years of industry experience. He holds a Series 65 designation and has worked at several firms, including Market Guard, DTS, and Impact Partnership Wealth. He is also president of Retirement Protection Solutions, where he manages the company and oversees life and annuity sales. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for around 163 client relationships through a team of six advisors. The firm serves individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting, focusing on retirement investing, income replacement, and financial independence. Their investment approach centers on diversified asset allocation, including equities, ETFs, and cash, with access to private investments and less-liquid alternatives when appropriate.

Benjamin Smith is a financial advisor with Horizon Wealth Investment Solutions LLC, holding a Series 65 credential and eight years of industry experience. He has worked at several firms, including Impact Partnership Wealth, LLC, and Ashton & Associates Wealth Management. In addition to his advisory role, he is the president and owner of LegacySmith Inc, a wealth management and insurance business. Horizon Wealth is an SEC-registered advisory firm that serves individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs diversified asset allocation strategies and emphasizes tax-aware planning and coordination with clients’ other advisors.

Daniel Blair is a financial advisor with Horizon Wealth who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked with several firms, including Impact Partnership Wealth and Resources Investment Advisors. In addition to his advisory role, he manages Horizon Wealth Marketing Group, LLC, which offers marketing products and services to financial professionals focused on proprietary tax strategies. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm with six advisors managing approximately $147 million across roughly 163 client relationships. The firm provides investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, using diversified asset allocation and emphasizing tax-aware planning and coordination with other client advisors.

Jacob Child is a financial advisor at Horizon Wealth with a Series 65 credential and three years of industry experience. He has previously worked at firms including Impact Partnership Wealth, Market Guard, and Retirement Protection Solutions, where he is a managing partner focused on insurance and annuities advisory. Child is also involved as a tax strategy specialist on the DST- Estate Planning Team. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million for around 163 client relationships through a team of six advisors. The firm serves individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting, emphasizing retirement investing, income replacement, and financial independence.