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

Managing Your Lifestyle

Managing Your Lifestyle

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

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Ask a Financial Professional: Prepping For Parenthood

No couple is a 100% ready for a baby. So how expectant parents can get primed for the biggest change of their lives?

Why It Pays to Eat Healthy

For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Financial Fixes: From Health Scare to Financial Care

Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.

Infographic: Financial Wellness at Every Decade

Sometimes navigating your finances can feel like swimming against the tide, but with some financial wellness goals to keep you afloat, you can keep swimming until you reach calmer waters.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Your Cash Flow Statement

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

View all presentations arrow

Bursting the Bubble

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos arrow