La Grange, IL logo

La Grange, IL Office

Team
Updated today

Client AUM

$1,030,295,083

Clients

1,280

Advisors

4

Of 6 advisors across 2 offices

Location

22 Calendar Court, 2nd Floor

La Grange IL 60525

Advisors at this office

4

Advisors at this office

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Ryan W

CFP®, Series 63, Series 66

La Grange, IL

Horizon Wealth Management

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Ronald R

CFP®, Series 66

La Grange, IL

Horizon Wealth Management

Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Paul F

Series 63, Series 66

La Grange, IL

Horizon Wealth Management

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kaitlin H

Series 65

La Grange, IL

Horizon Wealth Management

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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