Broker Check

5 Pillars of Advisory Service

At Horizon, we formed our firm around five principles that we believe create a strong foundation for advisory services.

1. Highest ethical standards.

Financial questions can be complicated enough without having to worry about the motivations behind the advice you receive. As an independent RIA firm, we offer an experienced perspective on the most complex financial issues.

2. Comprehensive financial planning.

Financial planning is the cornerstone of investment management as it helps us to understand a client’s underlying values. The Horizon 7-Step Private Wealth Planning Process uncovers your priorities, analyzes your current situation and creates individual strategies to manage your goals.

3. Rigorous investment methodology.

As a Registered Investment Advisory (RIA) firm, we offer institutional-quality investment management with clear strategies, strict risk management guidelines and appropriate portfolio performance targets. Our Fiduciary Scoring Metric guides all buy, hold and sell decisions.

4. Collective knowledge.

We believe strategies developed together are stronger than those developed alone. We work as a team to help ensure our plan for your portfolio is solid from every angle. We also partner closely with a trusted network of tax, legal and estate planning experts to provide you with complete financial guidance.*

5. High-touch client service.

At Horizon, we provide the responsiveness and coordination our affluent clients require. Every client works with a dedicated support team with accountability and experience. Our support specialists build long-term relationships with you as they seamlessly support your day-to- day needs. *Tax and legal services are not offered by Horizon Wealth Management, LPL Financial or affiliated advisors.