Broker Check
 
A Fiduciary With More What’s on Your Horizon? Investment Leadership Private Wealth Planning

The promise of the fiduciary standard.

At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients.

And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families.

Contact Us
Call Out Box One Call Out Box One

Finding an advisor is an art and a science. Here’s what you need to know about our firm.

Learn More
 
Call Out Box Two

There’s been a lot of talk lately about fiduciary duty. But what does it really mean?

Learn More
 
Call Out Box Three

Our 5 Pillars of Advisory Service guide every aspect of our service to you.

Learn More
 

Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Debt Stress

There’s a link between debt and stress.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Surprises

Making the most of surprises is a great reason to work with us.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

View all videos arrow