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.
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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)