Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Horizon Wealth
Team
Firm-wide stats for Horizon Wealth
About
Horizon Wealth is an SEC‑registered team investment adviser that serves individuals (including high‑net‑worth clients), trusts, and corporations with discretionary and non‑discretionary investment management, financial planning, and limited consulting services. The firm emphasizes retirement investing, income‑replacement strategies, and financial independence, and reports approximately $147 million in discretionary assets under management across a seven‑advisor team and about 163 client relationships.
The firm describes a fiduciary, asset‑allocation oriented approach that uses equities, ETFs and mutual funds as core holdings and, where appropriate, private investments, private REITs and other alternatives; it also employs model managers, third‑party money managers and platform technology to implement portfolios and reporting. Horizon Wealth documents use of fundamental, quantitative and technical analysis, regular manager reviews, and integrated tax‑oriented planning (including membership in an Estate Planning Team) as part of its ongoing client review process.
Distinctive items called out in the brochure include a wrap‑fee arrangement available only through a proprietary Market Guard sleeve offered via Impact Partnership Wealth, where the wrap fee bundles advisory, platform and certain transaction costs for participating clients. The brochure also indicates the firm produces marketing and performance materials (including hypothetical performance illustrations in its advertising) and offers access to a range of private alternative offerings—such as drilling limited partnerships, qualified opportunity zone funds, and private lending/REIT vehicles—subject to investor suitability and accredited‑investor requirements.
Based on Horizon Wealth
Expertise
Based on Horizon Wealth
Location
650 S. Cherry St., Ste 825
Denver CO 80246
Advisors at this office
4
Advisors at this office
Logan S
CFP®, Series 63, Series 66
Denver, CO
Horizon Wealth
Logan Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Horizon Wealth and Emerson Equity, having held positions at firms including Crux Wealth Advisors and Charles Schwab. Horizon Wealth is a seven-advisor team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets.
Jonathan V
CFP®, Series 63, Series 66
Denver, CO
Horizon Wealth
Jonathan Vogel is a CFP® with nine years of industry experience, currently affiliated with Horizon Wealth in Denver, CO. His career includes roles at Emerson Equity LLC, Impact Partnership Wealth LLC, and Larson Financial Securities, among others. Vogel holds Series 63 and Series 66 licenses and has experience assisting clients with insurance-related needs. Horizon Wealth is a seven-advisor SEC-registered team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, employing a fiduciary, asset-allocation approach that incorporates equities, ETFs, mutual funds, and, where appropriate, private investments and alternatives.
Austin C
Series 65
Denver, CO
Horizon Wealth
Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds the Series 65 designation and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and limited consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across seven advisors.
Daniel B
Series 63, Series 65
Denver, CO
Horizon Wealth
Daniel Blair is a financial advisor at Horizon Wealth with 21 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside his advisory work, he manages a marketing firm that provides tax strategy services to other financial professionals. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with investment management, financial planning, and limited consulting services. The firm employs a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternatives, supported by model managers and integrated tax planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)