Personal relationships meet professional financial advice.

Patience, purpose and leadership from familiar faces

When it comes to your family, your business or the goals you have had planned for years, it’s important to know which steps will take your financial future where you want to go. For us, it all starts with providing the kind of communication that’s personalized beyond the expected charts, graphs and analyses. When we meet with our clients it’s about taking the time to understand their life, not just their balance sheet.

Our Team

Strategic Partners

If you would like to learn more about the protection of client assets, read this article published by Pershing.

Management for life's home runs and curve balls.

Cure for the Fly-By Plan Advisor

We’ve seen a situation where it took a chance encounter on an airplane for a company executive to finally meet their company's retirement plan advisor after working there for 3 years! We believe this is totally unacceptable our team strives every day to give plan participants the attention and service they expect and deserve.

Misperception of Wealth Management

Many people’s perception of “wealth management” is that of a pure focus on financial services. But with our team, the personal service is truly focused on our client’s life goals. We develop long-term plans to provide financial safeguards for them and their family, and work with them to navigate their financial future.

Too Busy, Scattered and Uncoordinated

Many people manage their own finances for long periods of time, but success can bring added complexity. By knowing a client’s entire picture and coordinating their advice with their other professional advisors, we can help arrange all the moving parts in a way that they typically can’t do themselves. We tell our clients to tell their family “If something happens to me unexpectedly, just call Horizon."

It’s More than Money

We take a deep interest in our clients’ entire lives and families rather than just their accounts, asking how their kids, grandkids or aging parents factor into their long term plans – questions they usually haven’t been asked by their previous advisors.

Overcoming Inertia

We help people overcome their anxiety about their financial situation by helping them take the first step. We strive to make the process so clear and simple, to lay out a path and reduce the friction of making progress.

Money Matters are Emotional

When people are in the middle of unexpected job transitions, we help them work through the financial aspects, as well as their worries and anxieties they have about money and the future. While having knowledge and experience with financial matters is extremely important and expected, one of the most valuable things we do is help people identify their emotions around their finances and then give them confidence that they are on the right path.