Our Mission
Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations to support and assist them in achieving their goals.
Our Clients
Our strength lies in advising individuals and families with complex financial situations. Our clients include successful professionals who are accumulating their wealth and retirees who are interested in maintaining their current lifestyles and preserving their wealth.
Our Philosophy
We believe that financial decisions are best made in the context of a thoughtfully considered plan. These plans must be regularly reviewed and adjusted for changes in circumstances. Furthermore, we believe that long-term investment returns result from consistently following a prudent investment process, designed to support defined goals and objectives. Most importantly, we hold ourselvest to a fiduciary standard, acting only in the best interests of our clients.
Our History
The principals of Horizon Advisors have more than twenty years of experience serving clients together. Maddox, Thomson & Associates, P.C., (MTA) the sister accounting firm to Horizon Advisors, LLC has been serving Houston's high net worth since 1985.
Working closely with our accounting clients in planning matters, it became clear over time that it would greatly benefit them to also be involved in their financial planning and investment management strategies. In March of 1999 we became a registered investment advisor and thus, Horizon Advisors was born.
TOUR : OUR PROCESS