Horizon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Horizon Wealth Management serves a mix of high‑net‑worth individuals, trusts, corporate pension and profit‑sharing plans, charitable institutions, and foundations, offering financial planning and qualified plan consulting services. Its qualified plan work includes participant education, benchmarking, and due diligence support for plan fiduciaries.
The firm’s advice is based on fundamental analysis and a long‑term buy approach across publicly traded stocks, bonds, mutual funds, annuities, and insurance products. As an RIA, Horizon Wealth does not provide discretionary portfolio management or custody of client assets; implementation often occurs through the adviser’s separate roles with a broker‑dealer and third‑party investment platforms.
Notable distinctions include an ownership and operational affiliation with Monroe Shine & Co., a CPA firm whose partners are owners of Horizon Wealth, and an uncommon emphasis on pension/qualified plan consulting relative to peers. The adviser also maintains concurrent broker‑dealer and third‑party IAR relationships, arrangements the brochure discloses can affect how services are implemented and may present potential conflicts of interest.
Client services
Expertise
Fee options
Fixed retainer fee as agreed upon between client and advisor, adjusted annually and billed quarterly in advance
$150 - $500 per hour depending on employee experience and ability
Fee-only: Hourly rates from $150 to $500 per hour; fixed retainer as agreed upon, billed quarterly in advance
Main office
222 E. Market St.
New Albany IN 47150
Advisors at this office
1
Most active in
Indiana · Kentucky
Also doing business as
Horizon Wealth Management · Horizon Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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