Professional Credentials

Our advisors are all highly trained professionals with advanced degrees and certifications including CFP, CPA, and CFA. We are committed to maintaining and expanding our knowledge base through engaging in a continual educational process by regularly attending conferences and other educational events on topics relevant to our clients and our business.

Horizon is a member of a national best practices study group of other advisors. This group meets periodically during the year to compare business practices, investment performance and emerging trends. This allows Horizon to gather business and industry intelligence from other successful advisors around the country.





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