A complete list of active advisors currently associated with Horizons Wealth Management

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

Horizons Wealth Management serves individuals, business owners, executives and high‑earning technology employees, as well as charitable organizations, providing comprehensive financial planning, wealth management, and retirement-plan consulting. The firm uses a tiered client engagement model that ranges from brief discovery consultations and standalone planning projects to ongoing portfolio management and implementation services. Investment implementation is centered on strategic asset allocation, primarily using index exchange-traded funds and other diversified vehicles, with each client guided by a customized Investment Policy Statement and periodic rebalancing rather than market timing. Financial planning leverages Monte Carlo projections (Moneytree Plan®) and portfolios are managed on a discretionary basis with custody and trade execution provided through a national broker-dealer relationship. Noteworthy for a small advisory team, the firm manages roughly $258 million in client assets and maintains a formal capacity policy to limit new relationships or add staff to preserve service levels. Horizons operates on a fee-only basis, offers both project-based planning and a lighter managed-portfolio option, discloses retained access to held-away account credentials (a practice the firm reports has led to a custody designation), allows clients to direct ownership of specific securities within IPS constraints, and does not vote client proxies.

To learn more about the advisors currently working at Horizons Wealth Management, 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.