Santa Fe, NM Office

Horizons Sustainable Financial Services provides financial planning, investment consultation, and investment management to individuals (including high‑net‑worth clients), trusts, estates, foundations, and businesses. The firm delivers both one‑time or modular planning engagements and ongoing portfolio supervision, and it offers educational workshops and access to third‑party investment managers.

The firm follows a sustainable, responsible, impact‑investing (SRI/ESG) philosophy and operates under a fiduciary standard, using a Financial Values Worksheet and a Social Policy Worksheet to develop a signed Investment Policy Statement that incorporates clients’ risk profiles and values. Portfolios are implemented through third‑party managers, Horizons’ own investment supervisory services, or blended Core+Satellite strategies, with explicit use of screening, shareholder advocacy, community investments, and targeted impact opportunities.

Notably, Horizons maintains six offices and a seven‑advisor team managing about $151 million for roughly 310 clients, a multi‑office footprint that is uncommon for peers in this category. The firm also serves as manager of record for other advisors’ client assets and consults with other RIAs on SRI platform development, and it discloses a dual‑role arrangement in which an associated representative is a licensed insurance agent (approximately 20 hours per month), a relationship the firm identifies as a potential conflict of interest.