About Us
As a privately owned, fee-only financial advisor, we serve our clients as a fiduciary, always placing their interests first. We develop a deep and personal understanding of our clients, which allows us to be very proactive and responsive to their unique needs. We help our clients understand, organize, and manage their often complex financial situations. Our recommendations are independent, objective, and based solely on what is best for the client.
We demonstrate our fiduciary commitment to our clients by being a member in the National Association of Personal Financial Advisors (NAPFA), a national fee-only organization, and by adopting and endorsing the fiduciary practices recommended by the Institute for the Fiduciary Standard.
Our values
At Horizon Wealth Advisors, we truly believe that if your values are clear, your decisions are easier. Since we opened our doors in 1999, we have placed great importance on our core values, which follow:
Integrity
We always do what’s right for our clients. We follow a fiduciary standard of care and service.
Discipline
We give proper attention to detail and adhere to processes designed to provide the best possible advice and service.
Service
We put our clients first. We try to do the big and small things well so that clients receive timely and responsive service.
Learning
We are committed to learning and staying current on all of the various areas that impact our clients and our advice.
Advocacy
We are advocates for our clients. By offering pro-active advice we help clients consider all options to ensure they meet their established goals.
Our Team
The principals of Horizon Wealth Advisors have many years of experience serving clients together. They have been assisting Houston’s high net worth with financial planning since 1985, through partner CPA firm Maddox, Thomson & Associates, P.C.
We work as a team at Horizon. Every person on our team plays a critical role in the execution and delivery of our unique wealth management process. We are experienced and committed to providing our clients with excellent advice and service.
