A complete list of active advisors currently associated with Horizon Wealth Advisors

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

Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing about $235 million for roughly 567 clients with six advisors. The firm offers asset management, financial planning (the brochure notes planning services can be provided without a required fee), and pension consulting to individuals (including high-net-worth clients), trusts, estates, and employer retirement plans. Advisory services are tailored through interviews and questionnaires and typically delivered on a discretionary basis with continuous monitoring and at least weekly account reviews; custody for managed accounts is generally maintained at Charles Schwab Institutional. The investment process combines fundamental and technical analysis with a sector/style emphasis, and portfolios are built from mutual funds, fixed income and equities with a primary recommendation of ETFs, while also employing tactical and strategic asset allocation and, when appropriate, options and short-sale strategies. A distinctive feature disclosed in the brochure is that some associated persons are licensed to sell insurance and are registered representatives of broker-dealers, so the firm may implement commission-based transactions in addition to asset‑based advisory services and discloses the resulting conflicts. The firm also delegates proxy voting to clients, issues semi‑annual performance reports, and uses block/aggregated trading practices to allocate executions among client accounts.

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