Objective Financial Advice
We adhere to a fiduciary standard of care. A fiduciary can be defined as one who obligates himself or herself to act on behalf of another and assumes the duty to act in good faith and with care, candor, and loyalty in fulfilling that obligation. The only compensation we receive are the fees paid by our clients. We do not receive commissions, loads, or special consideration from any of the investments or other financial strategies we recommend.
Comprehensive Approach
We utilize a comprehensive, integrated, multidisciplinary process to provide advice and implementation. Often, our clients have financial and advisory relationships with several outside professionals.
The client receives advice from each of these advisors based on a multitude of factors. However, there is often little to no coordination of effort between professionals. We call this situation “financial fragmentation.” At Horizon we work closely with other professional advisors when necessary to deliver contextual advice focused on our client's goals.
For individuals, families, or organizations that are clients of Horizon and Maddox, Thomson, the result is a seamless integration of resources and knowledge available and working for our client's benefit.
Personalized Service Model
Our service model is client focused and team driven, providing personal attention every step of the way. Each of our clients is a client of the firm, not the individual advisor. Each of our advisors are highly trained professionals with advanced degrees and certifications, i.e. CPA, CFP®, CFA.
TOUR : SERVICES