A complete list of active advisors currently associated with Kingston Horizon Advisors LLC

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Kingston Horizon Advisors LLC provides investment advisory and financial planning services to pension plans, businesses, non-profit and government entities, trusts, families, and individual investors. Its offerings include discretionary portfolio management using low-cost mutual funds and ETFs, standalone financial planning engagements, and retirement plan advisory services. The firm typically builds diversified, long-term oriented portfolios tailored to a client’s stated goals, risk tolerance and financial situation, employing both fundamental and technical analysis and, when appropriate, individual stocks, bonds, or options. KHA also performs ongoing monitoring and rebalancing, tax-aware disposition of legacy holdings, and fixed-fee financial planning engagements that may lead to implementation of managed accounts. What is distinctive about the firm is its provision of retirement plan advisory and pension-consulting services (including IPS design and monitoring, vendor analysis, benchmarking, ERISA 404(c) assistance and participant education tracking) while operating as a small, newly established independent advisor; offering 3(21)-style fiduciary support is relatively uncommon among peers of this scale. The firm manages a modest amount of discretionary client assets (approximately $102,592 as of the most recent filing), which highlights an atypical mix of institutional retirement-plan consulting alongside individualized investment management.

To learn more about the advisors currently working at Kingston Horizon Advisors LLC, 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.