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 for individuals and high net worth clients, including professionals and retirees. The firm typically works with clients who meet its preferred wealth thresholds and offers services that range from retirement-plan advice to estate and investment planning. Horizon documents client objectives in written Investment Policy Statements and implements diversified portfolios using mutual funds, ETFs, stocks, bonds and, in limited cases, separately managed accounts; it conducts ongoing due diligence, monitoring and periodic rebalancing. The firm uses institutional custodial platforms and performs its own fund and manager due diligence, seeking fund share classes intended to limit internal expenses and transaction costs. Compared with many peer teams, Horizon discloses and compensates third-party endorsers/solicitors for client referrals (formal written agreements and solicitor disclosures are provided to referred prospects), a practice the firm highlights in its brochure. The firm also notes a voluntary subscription to the Real Fiduciary™ Practices and that it occasionally has custody-type arrangements (for example, serving as trustee or writing checks for client accounts), which leads to surprise annual examinations of those accounts by an independent public accountant.

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.