Horizon Wealth Management

Story

At Horizon Wealth Management, our Wealth Management Advisors are well-versed in analytics, proven asset allocation models and risk management, setting us apart from transaction-based advisors. Your advisor works for you as a full partner and advocate for your success.
In simple terms, we make money when you do, not based on buying or selling stocks or mutual funds for the purpose of generating commissions. As Certified Financial PlannersTM (CFP®), Accredited Asset Management SpecialistsSM (AAMS®) and independent investment advisors we have a fiduciary responsibility to act in your best interests at all times.

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please view www.horizonwealth.biz


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Horizon Wealth Management, LLC, of registered investment advisor and separate entity from LPL Financial. (www.finra.org / www.sipc.org)

Mission

Our mission is to be a valued advisor group that is significant in your life. We believe it is our responsibility to provide you with independent and objective advice that supports a relationship built on trust and understanding. We want you to know that we care not only about your finances, but who you are and what is most important to you. We accomplish this through education, communication, actions and guidance that clearly demonstrates our belief that doing what is right for you is right for our business as well.

Products

Financial Planning, Retirement Planning, Corporate Retirement Plans, College Planning, Estate Planning, Investment Planning, Goal Planning, Catastrophic Needs Planning