A complete list of active advisors currently associated with Measured Horizon Wealth

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

Measured Horizon Wealth is an independent, fee-only registered investment adviser that provides financial planning and ongoing wealth management to individuals and high-net-worth households. Services include one-time foundational planning engagements, recurring wealth management organized by service tiers, and standalone advanced planning projects such as equity-compensation, concentrated-stock, business-owner, and liquidity-event planning. The firm implements portfolios using a mix of active and passive vehicles (stocks, bonds, mutual funds, and ETFs) and applies modern portfolio theory alongside fundamental and cyclical analysis to set asset-allocation and risk profiles. Clients are served through a structured annual service calendar with at least quarterly account supervision, discretionary trading authority options, and the ability to impose reasonable investment restrictions in writing. Noteworthy for a newly formed independent adviser, the firm documents fixed-scope planning packages with defined hours and project-based scopes for complex assignments and clearly separates foundational planning from ongoing management across three managed-service tiers. The principal’s engineering and corporate operations background combined with small-business ownership experience is presented as a practical foundation for working with executives, technical leaders, and business owners.

To learn more about the advisors currently working at Measured Horizon Wealth, 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.

Name	Location	Years of experience
Jacob Ornelas	Gilbert, AZ	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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