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

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

Horizons Planning Corporation advises individual clients—including high‑net‑worth households—as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, partnerships and corporations. It provides investment management, financial planning, insurance recommendations and implementation coordination with outside specialists through its Financial Coaching & Wealth Management (FCWM) program and related services. The firm bases portfolio construction on asset allocation principles derived from Modern Portfolio Theory and generally recommends pooled products (mutual funds, ETFs and variable annuities) rather than emphasizing individual securities, offering discretionary management for FCWM accounts and periodic reporting. Client engagements are menu‑driven, allowing clients to choose combinations of ongoing portfolio management, planning and education, and the firm works with custodians and third‑party vendors to implement recommendations. Notable disclosures in the brochure include the firm’s practice of actively monitoring individual issues for potential placement into pooled products—a monitoring approach that can entail timing considerations—and its provision of advisory services to pooled and institutional vehicles. The brochure also states that several representatives provide tax preparation, small‑business accounting and pension consulting services, and it discloses a prior regulatory matter involving a principal along with recent material changes to firm policies.

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