A complete list of active advisors currently associated with Horizon Wealth Management, LLC

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

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.

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

Name	Location	Years of experience
A. Leslie Hornback	New Albany, IN	31

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