Press Releases
Horizon Advisors Promotes Fiduciary Standard with other Fee-Only Advisors
February 24, 2010
Horizon Advisors and several other Houston-based fee-only financial advisors that are affiliated with the National Association of Personal Financial Advisors (NAPFA) joined together to promote the fiduciary standard. A fiduciary is required to act with undivided loyalty to the client. All registered members of NAPFA have committed to a fiduciary standard by binding themselves to a "Fiduciary Oath" developed by NAPFA. Click here to read the complete press release.
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Horizon Advisors Joins National Association of Personal Financial Advisors
September 23, 2008
Horizon Advisors has been accepted as a corporate member of the National Association of Personal Financial Advisors (NAPFA). Membership is granted to Fee-Only financial advisors who do not receive commissions or other rewards for selling financial products. NAPFA members subject themselves to rigorous education and training requirements. All candidates for membership are required to submit a comprehensive financial plan for review by other members. For more information on NAPFA, visit www.napfa.org or read our press release.
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Horizon Advisors Ranked Among Top Wealth Managers
August 14, 2008
Wealth Manager Magazine released its Eighth Annual Top Dog Report. The report is included in the July/August 2008 issue of Wealth Manager and ranks leading national wealth management firms in terms of assets under management per client. This year Horizon Advisors ranked 183rd out of 478 wealth management firms. For more information, please read our press release.
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Horizon Advisor Principal Joins National Association of Personal Financial Advisors
August 5, 2008
Joe Thomson, Principal of Horizon Advisors, has been accepted for membership into the National Association of Personal Financial Advisors (NAPFA). NAPFA is the nation's leading professional organization dedicated to the advancement of Fee-Only comprehensive financial planners. Financial advisors admitted into the organization meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation. The criteria to join NAPFA include sufficient professional experience, submission of a comprehensive financial plan approved by members of NAPFA and rigorous training for the new member. As a member of NAPFA, Joe will have access to ongoing educational opportunities, advanced national conferences and NAPFA's superior learning center. For more information on NAPFA, visit www.napfa.org.
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Horizon Advisor Principal Joins National Association of Personal Financial Advisors
October 23, 2007
Larry Maddox, President of Horizon Advisors, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Membership is granted to Fee-Only financial advisors who do not receive commissions or other rewards for selling financial products. NAPFA members subject themselves to rigorous education and training requirements. All candidates for membership are required to submit a comprehensive financial plan for review by other members. For more information on NAPFA, visit www.napfa.org or read our press release.
Horizon Advisors Ranked Among Top Wealth Managers
July 27, 2007
Wealth Manager released its Seventh Annual Top Dog Report. The report is included in the July/August 2007 issue of Wealth Manager and ranks leading national wealth management firms in terms of assets under management per client. This year Horizon Advisors ranked 141st out of 464 wealth management firms. A year ago, Horizon Advisors ranked 180th out of 435 firms included in the Sixth Annual Top Dog Report. For more information, please read our press release.
Horizon Advisors Named Leading RIA Firm
July 27, 2007
Financial Advisor magazine released its annual ranking of leading RIA (Registered Investment Advisor) firms in their July 2007 issue. The article ranks eligible firms in two categories: assets per client and growth in assets. Out of 470 firms, Horizon Advisors ranked 335th in total assets, and 98th in terms of assets per client. In the category of firms with total assets between $100 million and $300 million, Horizon Advisors ranked 25th with growth in total assets of 46%. In Financial Advisor’s inaugural report issued in July 2006, Horizon Advisors ranked 109th overall in terms of assets per client and 98th in growth in total assets among firms with assets of less than $100 million. For more information, please read our press release.