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 an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management, implementing diversified portfolios with mutual funds, ETFs, individual securities and outside managers. The firm advises individuals (including accumulating professionals and retirees), as well as trusts, pension plans and other entities, and generally works with clients who bring substantial investable assets. Horizon establishes a written Investment Policy Statement for each client and manages accounts on a discretionary basis with ongoing monitoring, manager due diligence and periodic rebalancing. Custody and trade execution are provided through institutional custodians, and the firm has on occasion used separately managed account solutions for a limited number of accounts while restricting that offering for new clients; senior investment personnel conduct regular account reviews. A notable feature of Horizon’s business development is the use of compensated endorsers/solicitors; the firm discloses these referral arrangements to prospects and memorializes them in written agreements, creating a direct financial incentive for third‑party referrers. The brochure also discloses that certain firm principals serve as trustees for client accounts and that some client accounts include standing transfer instructions subject to surprise examinations, and that the firm uses a third‑party planning platform to support collaborative financial planning without taking custody of client funds.

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.