A complete list of active advisors currently associated with Horizons Financial Planning

Warmer can help you find a great advisor at Horizons Financial Planning or one who fits your needs even better.

Horizons Financial Planning provides asset management and financial planning and consulting services to individuals, high net worth individuals, corporations, and other business entities. The firm manages custodial accounts on an ongoing basis and delivers written financial plans that cover goals, tax planning, asset allocation, risk management, and retirement planning. The firm’s investment process uses both fundamental and technical analysis and generally implements long‑term strategies tailored to each client’s Investment Policy Statement; accounts may be managed on a discretionary basis when the client grants trading authority. Managed portfolios may include stocks, bonds, mutual funds, ETFs, REITs and options, and client accounts are reviewed at least annually. Noteworthy features in the brochure include the explicit inclusion of options among eligible investments for separately managed custodial accounts and the firm’s stated client base that extends to corporations and other business entities in addition to individuals—features less common among independent advisers. Horizons reports approximately $72.7 million in discretionary assets under management, does not participate in wrap fee programs, and recommends established custodians (Charles Schwab) while charging negotiable, asset‑based advisory fees.

To learn more about the advisors currently working at Horizons Financial Planning, 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.