OUR SERVICES
We help each of our clients to understand, organize and manage their unique financial circumstances by providing comprehensive wealth management services.
Investment Management
We construct a diversified portfolio using institutional money managers, utilizing a combination of no-load mutual funds and separately managed accounts.
Estate & Income Tax Planning
We coordinate estate and income tax planning and compliance with our sister firm, Maddox, Thomson & Associates.
Comprehensive Administrative Services
We provide administrative services for successful individuals, families and organizations.
Horizon Advisors is a boutique, independent wealth management firm. Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations to support and assist them in achieving their goals. We are uniquely partnered with a related, in-house CPA firm, Maddox, Thomson & Associates, P.C. Maddox Thomson has been serving Houston's high-net worth community for more than twenty years. Together, we are able to provide seamless integration among a host of financial issues from budgeting and cash flow to investment management and estate planning.
Collectively, we represent over ninety years of experience in the wealth advisory business.
We use Wealthcare, a comprehensive analytical software tool, to evaluate the client's financial situation and to create a thorough plan for their specific retirement needs and objectives.
