Why Horizon Advisors

Different firms approach the process of serving their clients in many ways. Our service model is client-focused and team-driven, providing personal attention every step of the way. When you become a Horizon Advisors client, you are a client of the firm not an individual advisor. You can trust that your portfolio will be managed by a team that is highly trained with advanced degrees and certifications, i.e. CPA, CFP®, and CFA.

Comprehensive Approach
We utilize a comprehensive, multidisciplinary process to provide advice and implementation. Learn more about our approach.

Personalized Service Model
Our service model is client-focused and team-driven, providing personal attention every step of the way. Learn more about our service model.

Professional Credentials
Our advisors are all highly trained professionals with advanced degrees and certifications including CPA, CFP®, and CFA. Learn more about our professional credentials.

Investment Philosophy
We believe that long-term investment returns result from consistently following a prudent investment process specifically designed to support our client’s objectives. Learn more about our investment philosophy.

Measurement Focus
We are careful to measure the things that are the most important to your success. Learn more how we measure your goals.

NAPFA Member Firm
We are members of the National Association of Personal Financial Advisors, a national-fee only organization. Learn more about NAPFA.

RiA Stands for You
Many investors do not understand the unique benefits of working with a registered investment advisor (“RIA”) such as Horizon Advisors. Learn more about the benefits of working with an RIA.

NAPFA-Registered Financial AdvisorsRiA Stands For You

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