True Horizon Wealth Advisors, LLC

True Horizon Wealth Advisors serves individual investors and employer plan sponsors, offering comprehensive portfolio management, a firm‑sponsored wrap fee program, retirement plan (pension) consulting, portfolio monitoring, and account monitoring. The firm provides individualized investment advice and implements client-directed restrictions and discretionary authority where agreed.

The firm’s investment process blends fundamental and technical analysis and employs a range of strategies including long‑term and short‑term purchases, active trading, and fixed‑income allocations. It also uses options and other derivatives in managed accounts (including covered and uncovered option writing and spreading strategies) and provides tax preparation services through an affiliated accounting firm as part of its comprehensive management offering.

Noteworthy differences from many peers are the firm’s role as a wrap fee program sponsor and its partial ownership (19%) of Springer Rudy & Co., Inc., which provides tax return preparation to comprehensive clients at no additional cost; both affiliations are uncommon among independent advisers. The firm also offers pension consulting to plan sponsors, uses derivatives in separately managed accounts, and discloses a regulatory matter resolved by consent (a 2024 consent order and administrative assessment) as well as custody treatment related to standing letters of authorization that the brochure attributes to approximately $31 million in client assets.