A complete list of active advisors currently associated with The Horst Group, LLC

Warmer can help you find a great advisor at The Horst Group, LLC or one who fits your needs even better.

The firm serves individual clients as well as employer plan sponsors, offering fee-only financial planning, discretionary investment management, and retirement plan consulting. It also conducts educational seminars and workshops intended to provide general investment and personal finance information to groups. Its investment approach is grounded in modern portfolio principles and strategic asset allocation, employing a mix of passive and active vehicles and constructing written investment policy statements for clients. The firm may use third-party sub‑advisors for portfolio management, manages accounts on a discretionary basis when authorized, and provides periodic reviews with up to three scheduled check‑ins per year plus ongoing email and phone support. What distinguishes this firm from many peers is the combination of pension/retirement plan consulting (including acting in a fiduciary capacity for covered plans) and a public educational offering, both of which are relatively uncommon for independent advisors. The practice is boutique in scale—managing roughly $29 million for a small client base—and offers a bundled Financial Life Management service that integrates ongoing planning with optional discretionary management alongside shorter, fixed-scope “check up” planning engagements.

To learn more about the advisors currently working at The Horst Group, 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.