A complete list of active advisors currently associated with Horizon Wealth Management
Warmer can help you find a great advisor at Horizon Wealth Management or one who fits your needs even better.
Horizon Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) roles. Horizon’s investment process is primarily long-term and fiduciary in orientation, building diversified portfolios using mutual funds, ETFs and, when appropriate, individual securities informed by fundamental, technical and charting analysis. The firm provides ongoing portfolio monitoring and periodic reviews, and may transact over shorter horizons for rebalancing, tax reasons, or to address changing client needs. Compared with peers, Horizon is notable for managing roughly $1.08 billion for about 1,280 clients with a six-advisor team — an unusually high client count per advisor (200+), which may affect the scale and delivery of service. The firm also sponsors a wrap-fee program that bundles transaction and custody costs and publicly uses endorsements and third‑party ratings in its advertising; additionally, it operates with an institutional relationship with LPL Financial and discloses that advisory persons are registered representatives and some hold insurance licenses, items the brochure identifies as potential conflicts and platform influences.
To learn more about the advisors currently working at Horizon Wealth Management, 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 |
|---|---|---|
Los Angeles, CA
| 17
| |
La Grange, IL
| 24
| |
Los Angeles, CA
| 38
| |
La Grange, IL
| 4
| |
La Grange, IL
| 5
| |
La Grange, IL
| 25
|
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